Filed December 19, 2017
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $24,787 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,584 | $80,724-31.1% | $103,333-46.2% | $74,495-25.4% |
| Participation rate | 98.8% | 65.7%+33.1pp | 74.5%+24.3pp | 67.2%+31.6pp |
| Annual return | 12.17% | 27.56%-15.4pp | 24.88%-12.7pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $2,080 | $3,157-34.1% | $3,868-46.2% | $2,623-20.7% |
| Participant deferral / active EE | $2,705 | $3,860-29.9% | $5,057-46.5% | $4,346-37.8% |
| Admin fee / account holder | $107 | $2,368-95.5% | $8,355-98.7% | $1,942-94.5% |