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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 |
|---|---|---|
Service code 27 · EIN 26-4311657 | Advisory (Plan) | $8,317 |
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $3,878 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,826 | $189,613-42.1% | $167,512-34.4% | $142,382-22.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 12.60% | 2024.68%-2012.1pp | 1615.79%-1603.2pp | 217.08%-204.5pp |
| Employer contribution / active EE | $2,293 | $4,349-47.3% | $3,882-40.9% | $4,299-46.7% |
| Participant deferral / active EE | $8,286 | $6,981+18.7% | $6,405+29.4% | $6,507+27.3% |
| Admin fee / account holder | $75 | $10,528-99.3% | $9,769-99.2% | $12,624-99.4% |