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 9-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 FINANCIAL LIFE INSUR C Service code 15 · EIN 36-6071399 | Recordkeeping | $10,995 |
HUNNEX AND SHOEMAKER, INC.5 years Service code 15 · EIN 91-1072394 | Recordkeeping | $2,175 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,331 | $54,229-69.9% | $70,092-76.7% | $68,494-76.2% |
| Participation rate | 56.7% | 64.5%-7.8pp | 70.5%-13.8pp | 67.9%-11.2pp |
| Annual return | -10.59% | -13.87%+3.3pp | 190.73%-201.3pp | -7.84%-2.7pp |
| Employer contribution / active EE | $2,343 | $2,018+16.1% | $2,559-8.4% | $2,596-9.8% |
| Participant deferral / active EE | $4,778 | $2,956+61.7% | $3,849+24.2% | $4,027+18.7% |
| Admin fee / account holder | $104 | $4,694-97.8% | $6,267-98.3% | $5,403-98.1% |