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 10-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 LIFE INS CO Service code 15 · EIN 39-0989781 | Recordkeeping | $43,609 |
Service code 15 · EIN 62-1874769 | Recordkeeping | $27,807 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO. Service code 15 · EIN 71-0294708 | Recordkeeping | $860 |
Service code 22 · EIN 74-2794194 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,092 | $50,127-51.9% | $149,673-83.9% | $80,160-69.9% |
| Participation rate | 21.2% | 64.3%-43.1pp | 78.8%-57.6pp | 72.9%-51.8pp |
| Annual return | 267.52% | 29.82%+237.7pp | 134.42%+133.1pp | 40.38%+227.1pp |
| Employer contribution / active EE | $394 | $1,865-78.9% | $4,818-91.8% | $2,978-86.8% |
| Participant deferral / active EE | $768 | $3,194-76.0% | $5,680-86.5% | $5,017-84.7% |
| Admin fee / account holder | $217 | $153+42.2% | $13,210-98.4% | $145+49.8% |