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 |
|---|---|---|
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $9,213 |
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $5,328 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,625 | $86,944-24.5% | $107,525-39.0% | $74,304-11.7% |
| Participation rate | 98.3% | 59.6%+38.7pp | 75.1%+23.2pp | 60.3%+37.9pp |
| Annual return | 21.24% | 23.52%-2.3pp | 181.32%-160.1pp | 29.43%-8.2pp |
| Employer contribution / active EE | $2,039 | $2,757-26.0% | $3,754-45.7% | $2,241-9.0% |
| Participant deferral / active EE | $2,702 | $3,554-24.0% | $5,116-47.2% | $3,767-28.3% |
| Admin fee / account holder | $61 | $3,727-98.4% | $8,919-99.3% | $2,969-98.0% |