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 INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $14,915 |
SECURITIES AMERICA INC5 years Filed as: BB&T SECURITIES, LLC Service code 23 · EIN 20-5817590 | Insurance brokerage commissions and f... | $12,973 |
SPENCER HAGER & MOSDELL, PC3 years Service code 10 · EIN 54-1467814 | Accounting | $11,000 |
Service code 16 · EIN 26-0058143 | Consulting | $7,863 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,241 | $42,353-19.2% | $79,550-57.0% | $64,808-47.2% |
| Participation rate | 91.2% | 64.8%+26.4pp | 69.5%+21.7pp | 71.5%+19.7pp |
| Annual return | -16.36% | -12.24%-4.1pp | 0.16%-16.5pp | 32.82%-49.2pp |
| Employer contribution / active EE | $923 | $1,181-21.8% | $2,413-61.7% | $2,506-63.1% |
| Participant deferral / active EE | $4,240 | $3,170+33.7% | $3,985+6.4% | $4,310-1.6% |
| Admin fee / account holder | $68 | $160-57.4% | $6,832-99.0% | $188-63.8% |