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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 LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $8,419 |
Filed as: TOTAL COMPENSATION INVESTMENT ADVIS Service code 27 · EIN 20-0760699 | Advisory (Plan) | $6,157 |
TCG GROUP HOLDINGS, LLP1 year Filed as: TCG ADMINISTRATORS, LP Service code 15 · EIN 30-0944667 | Recordkeeping | $4,949 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,617 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,513 | $80,724-62.2% | $103,333-70.5% | $74,495-59.0% |
| Participation rate | 48.7% | 65.7%-17.0pp | 74.5%-25.8pp | 67.2%-18.5pp |
| Annual return | 10.74% | 27.56%-16.8pp | 24.88%-14.1pp | 1364.94%-1354.2pp |
| Employer contribution / active EE | $1,964 | $3,157-37.8% | $3,868-49.2% | $2,623-25.1% |
| Participant deferral / active EE | $4,062 | $3,860+5.2% | $5,057-19.7% | $4,346-6.5% |
| Admin fee / account holder | $216 | $2,368-90.9% | $8,355-97.4% | $1,942-88.9% |