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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 |
|---|---|---|
Filed as: TRANSAMERICA RET SOLUTIONS LLC Service code 15 · EIN 13-3689044 4333 EDGEWOOD RD NE · CEDAR RAPIDS, IA 52499 | Recordkeeping | $151,625 |
TRUENORTH, INC.3 years Filed as: TRUENORTH INC Service code 22 · EIN 48-1233289 1705 17TH ST., SUITE 100 · DENVER, CO 802021657 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,443 | $75,289-47.6% | $54,726-27.9% | $75,289-47.6% |
| Participation rate | 58.5% | 72.4%-13.9pp | 79.1%-20.6pp | 72.4%-13.9pp |
| Annual return | -4.90% | -0.04%-4.9pp | -4.56%-0.3pp | -0.04%-4.9pp |
| Employer contribution / active EE | $725 | $2,405-69.8% | $3,449-79.0% | $2,405-69.8% |
| Participant deferral / active EE | $1,885 | $3,739-49.6% | $3,953-52.3% | $3,739-49.6% |
| Admin fee / account holder | $202 | $102+97.4% | $3,818-94.7% | $102+97.4% |