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 9-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 RETIREMENT SOLUTIONS, Service code 37 · EIN 13-3689044 | Loan Processing | $13,937 |
THAYER PARTNERS LLC1 year Service code 27 · EIN 45-3965574 | Advisory (Plan) | $12,500 |
COMPASS3601 year Filed as: COMPASS360 LLC Service code 15 · EIN 81-1939215 | Recordkeeping | $914 |
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 | $54,992 | $62,928-12.6% | $172,739-68.2% | $67,579-18.6% |
| Participation rate | 54.6% | 64.5%-9.9pp | 82.6%-28.1pp | 71.3%-16.7pp |
| Annual return | 70.90% | 30.36%+40.5pp | 802.84%-731.9pp | 378.56%-307.7pp |
| Employer contribution / active EE | $1,386 | $1,636-15.3% | $5,143-73.0% | $2,148-35.5% |
| Participant deferral / active EE | $3,082 | $2,145+43.7% | $5,198-40.7% | $3,539-12.9% |
| Admin fee / account holder | $191 | $167+14.7% | $13,954-98.6% | $142+34.3% |