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 6-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 | $18,252 |
PENTEGRA SERVICES, INC.2 years Filed as: PENTEGRA SERVICES, INC. TPA DIVISIO Service code 15 · EIN 13-3745616 | Recordkeeping | $15,054 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $10,237 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $15,870 | $101,317-84.3% | $146,958-89.2% | $74,495-78.7% |
| Participation rate | 81.5% | 75.5%+5.9pp | 82.2%-0.7pp | 67.2%+14.3pp |
| Annual return | 20.87% | 8730.91%-8710.0pp | 418.34%-397.5pp | 1364.94%-1344.1pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $8,156 | $7,303+11.7% | $8,070+1.1% | $4,346+87.7% |
| Admin fee / account holder | $146 | $1,739-91.6% | $12,998-98.9% | $1,942-92.5% |