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 |
|---|---|---|
Filed as: TRANSAMERICA RET SOLUTIONS LLC Service code 15 · EIN 13-3689044 4333 EDGEWOOD RD NE · CEDAR RAPIDS, IA 52499 | Recordkeeping | $150,611 |
IMA WEALTH INC4 years Filed as: IMA WEALTH, INC Service code 22 · EIN 48-1233289 1705 17TH ST., SUITE 100 · DENVER, CO 802021657 | Insurance Broker | $0 |
Filed as: NEXUS ADMINISTRATORS INC Service code 15 · EIN 77-0586222 735 W ALLUVIAL AVE SUITE 101 · FRESNO, CA 93711 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $43,096 | $43,709-1.4% | $61,491-29.9% | $64,808-33.5% |
| Participation rate | 58.4% | 69.2%-10.8pp | 79.3%-20.9pp | 71.5%-13.1pp |
| Annual return | -17.75% | -9.98%-7.8pp | -12.98%-4.8pp | 32.82%-50.6pp |
| Employer contribution / active EE | $953 | $2,113-54.9% | $4,246-77.6% | $2,506-62.0% |
| Participant deferral / active EE | $2,603 | $3,022-13.8% | $5,188-49.8% | $4,310-39.6% |
| Admin fee / account holder | $210 | $131+60.2% | $4,312-95.1% | $188+11.9% |