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 |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 15 · EIN 13-3689044 | Recordkeeping | $146,302 |
FIRST PARTY ADMINISTRATOR, LLC10+ years Service code 15 · EIN 46-2023154 | Recordkeeping | $34,691 |
Service code 35 · EIN 81-0884780 | Employee (plan sponsor) | $30,148 |
ASSURANCE DIMENSIONS5 years Service code 10 · EIN 26-3429295 | Accounting | $7,210 |
Filed as: TRANSAMERICA TRUST COMPANY Service code 21 · EIN 42-0947998 | Bank Trustee | $400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,591 | $61,058-2.4% | $71,209-16.3% | $85,563-30.4% |
| Participation rate | 87.5% | 58.6%+29.0pp | 73.8%+13.8pp | 66.0%+21.6pp |
| Annual return | 16.86% | 100.41%-83.5pp | 282.51%-265.6pp | 31.51%-14.7pp |
| Employer contribution / active EE | $4,107 | $2,199+86.8% | $2,721+50.9% | $2,654+54.8% |
| Participant deferral / active EE | $8,959 | $3,173+182.4% | $4,175+114.6% | $4,375+104.8% |
| Admin fee / account holder | $174 | $855-79.7% | $5,349-96.8% | $834-79.2% |