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 |
|---|---|---|
ORIENTAL PENSION CONSULTANTS8+ years Service code 13 1900 NW CORPORATE BLVD · BOCA RATON, FL 33431 | Contract Administrator | $23,983 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 51 1150 SOUTH OLIVE ST. · LOS ANGELES, CA 900152211 | Investment Mgmt Fees | $19,460 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $23,257 | $86,655-73.2% | $119,609-80.6% | $66,914-65.2% |
| Participation rate | 96.7% | 75.6%+21.2pp | 79.3%+17.5pp | 69.8%+26.9pp |
| Annual return | -15.31% | -8.00%-7.3pp | -14.97%-0.3pp | 1.58%-16.9pp |
| Employer contribution / active EE | $1,164 | $2,536-54.1% | $4,232-72.5% | $2,544-54.2% |
| Participant deferral / active EE | $1,837 | $4,358-57.9% | $5,602-67.2% | $4,237-56.6% |
| Admin fee / account holder | $143 | $755-81.0% | $10,323-98.6% | $593-75.8% |