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 INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $29,968 |
Service code 15 · EIN 42-1484983 | Recordkeeping | $16,311 |
COULTER & JUSTUS1 year Filed as: COULTER & JUSTUS PC Service code 10 · EIN 62-1532536 | Accounting | $7,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,875 | $84,556-63.5% | $116,228-73.4% | $74,304-58.4% |
| Participation rate | 84.7% | 66.0%+18.6pp | 74.6%+10.1pp | 60.3%+24.3pp |
| Annual return | 16.83% | 18.35%-1.5pp | 90.06%-73.2pp | 29.43%-12.6pp |
| Employer contribution / active EE | $1,686 | $2,168-22.2% | $2,994-43.7% | $2,241-24.8% |
| Participant deferral / active EE | $4,304 | $3,814+12.8% | $4,953-13.1% | $3,767+14.2% |
| Admin fee / account holder | $321 | $3,792-91.5% | $11,989-97.3% | $2,969-89.2% |