Filed April 21, 2021
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 5-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 LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $69,213 |
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: PPG RETIREMENT PLAN SERVICES, LTD. Service code 15 · EIN 39-1915811 | Recordkeeping | $12,285 |
RPA FINANCIAL LLC2 years Service code 27 · EIN 83-1143379 | Advisory (Plan) | $5,260 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,689 | $42,353-84.2% | $79,550-91.6% | $64,808-89.7% |
| Participation rate | 97.2% | 64.8%+32.4pp | 69.5%+27.7pp | 71.5%+25.7pp |
| Annual return | -15.63% | -12.24%-3.4pp | 0.16%-15.8pp | 32.82%-48.4pp |
| Employer contribution / active EE | $2,219 | $1,181+88.0% | $2,413-8.0% | $2,506-11.4% |
| Participant deferral / active EE | $4,633 | $3,170+46.1% | $3,985+16.3% | $4,310+7.5% |
| Admin fee / account holder | $98 | $160-38.7% | $6,832-98.6% | $188-48.0% |