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 |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $207,531 |
KIDDER BENEFITS1 year Filed as: KIDDER ADVISORS LLC Service code 27 · EIN 59-3331424 | Advisory (Plan) | $112,500 |
NATIONAL FINANCIAL SERVICES8 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,460 | $98,727+61.5% | $113,168+40.9% | $85,563+86.4% |
| Participation rate | 98.1% | 80.8%+17.3pp | 76.6%+21.6pp | 66.0%+32.2pp |
| Annual return | 18.56% | 17.43%+1.1pp | 24.27%-5.7pp | 31.51%-13.0pp |
| Employer contribution / active EE | $8,824 | $2,907+203.6% | $2,975+196.6% | $2,654+232.5% |
| Participant deferral / active EE | $12,798 | $5,424+135.9% | $5,107+150.6% | $4,375+192.5% |
| Admin fee / account holder | $267 | $357-25.2% | $12,068-97.8% | $834-68.0% |