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 |
|---|---|---|
NPPG2 years Filed as: NPPG RECORD KEEPING SOLUTIONS Service code 15 494 SYCAMORE AVENUE · SHREWSBURY, NJ 07702 | Recordkeeping | $27,002 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 51 · EIN 39-0989781 | Investment Mgmt Fees | $20,723 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,456 | $88,083-70.0% | $164,813-83.9% | $74,495-64.5% |
| Participation rate | 99.6% | 73.0%+26.5pp | 78.6%+21.0pp | 67.2%+32.4pp |
| Annual return | 11.73% | 17.26%-5.5pp | 69.93%-58.2pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $1,357 | $2,593-47.7% | $4,341-68.7% | $2,623-48.3% |
| Participant deferral / active EE | $2,135 | $4,498-52.5% | $6,031-64.6% | $4,346-50.9% |
| Admin fee / account holder | $147 | $2,234-93.4% | $12,690-98.8% | $1,942-92.4% |