See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $78,109 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 27 · EIN 43-1451524 | Advisory (Plan) | $52,141 |
NATIONAL BENEFIT SERVICES, LLC3+ years Filed as: NATIONAL BENEFIT SERVICES Service code 15 · EIN 20-3886993 | Recordkeeping | $37,542 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,076 | $48,072-60.3% | $182,532-89.5% | $77,787-75.5% |
| Participation rate | 93.1% | 64.3%+28.9pp | 78.0%+15.1pp | 73.2%+19.9pp |
| Annual return | 33.77% | 31.26%+2.5pp | 148.54%-114.8pp | 32.57%+1.2pp |
| Employer contribution / active EE | $2,622 | $1,453+80.4% | $4,076-35.7% | $2,504+4.7% |
| Participant deferral / active EE | $3,887 | $3,209+21.1% | $5,524-29.6% | $3,967-2.0% |
| Admin fee / account holder | -$2 | $131-101.7% | $8,592-100.0% | $100-102.2% |