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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 INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $3,871 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 27 · EIN 43-1451524 | Advisory (Plan) | $1,510 |
CULVER RETIREMENT SERVICES, INC.1 year Service code 15 · EIN 84-0887119 | Recordkeeping | $1,205 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $1,879 | $58,726-96.8% | $92,233-98.0% | $62,292-97.0% |
| Participation rate | 85.0% | 68.3%+16.7pp | 76.5%+8.5pp | 69.5%+15.5pp |
| Annual return | 66.11% | 43.62%+22.5pp | 176.28%-110.2pp | 28.90%+37.2pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,679-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,470 | $2,766-46.9% | $3,897-62.3% | $3,169-53.6% |
| Admin fee / account holder | $21 | $556-96.2% | $5,194-99.6% | $479-95.5% |