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 6-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 15 · EIN 13-3689044 | Recordkeeping | $108,334 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $24,441 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,135 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,979 | $79,171-83.6% | $102,423-87.3% | $74,495-82.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 24.48% | 54.93%-30.5pp | 29.32%-4.8pp | 1364.94%-1340.5pp |
| Employer contribution / active EE | $998 | $2,362-57.7% | $3,023-67.0% | $2,623-61.9% |
| Participant deferral / active EE | $2,833 | $4,415-35.8% | $5,053-43.9% | $4,346-34.8% |
| Admin fee / account holder | $210 | $2,001-89.5% | $9,451-97.8% | $1,942-89.2% |