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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.
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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 SOLUTIONS10+ years Filed as: TRANSAMERICA LIFE INS CO. Service code 15 · EIN 39-0989781 440 MAMARONECK AVE · HARRISON, NY 10528 | Recordkeeping | $11,206 |
Filed as: NEXUS ADMINISTRATORS Service code 15 · EIN 77-0586222 735 W ALLUVIAL AVE SUITE 101 · FRESNO, CA 93711 | Recordkeeping | $5,398 |
LPL FINANCIAL3 years Service code 22 · EIN 95-2834236 4707 EXECUTIVE DR · SAN DIEGO, CA 921213091 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,637 | $29,548+0.3% | $56,411-47.5% | $77,643-61.8% |
| Participation rate | 12.7% | 32.7%-20.0pp | 52.5%-39.8pp | 70.6%-57.9pp |
| Annual return | 13.13% | 19.01%-5.9pp | 1701.33%-1688.2pp | 31.24%-18.1pp |
| Employer contribution / active EE | $52 | $568-90.9% | $1,039-95.0% | $2,726-98.1% |
| Participant deferral / active EE | $227 | $1,061-78.6% | $1,952-88.4% | $4,647-95.1% |
| Admin fee / account holder | $202 | $1,046-80.7% | $2,829-92.9% | $430-53.1% |