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 10-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 | $7,385 |
CETERA ADVISOR NETWORKS LLC3+ years Filed as: CETERA FINANCIAL GROUP Service code 22 · EIN 30-0588666 | Insurance Broker | $6,717 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,938 | $63,299-22.7% | $91,001-46.2% | $62,292-21.4% |
| Participation rate | 75.6% | 73.3%+2.3pp | 75.6%0pp | 69.5%+6.1pp |
| Annual return | 17.19% | 20.99%-3.8pp | 4.60%+12.6pp | 28.90%-11.7pp |
| Employer contribution / active EE | $3,362 | $1,807+86.1% | $2,456+36.9% | $2,042+64.6% |
| Participant deferral / active EE | $4,946 | $2,943+68.1% | $3,547+39.4% | $3,169+56.1% |
| Admin fee / account holder | $58 | $468-87.7% | $5,417-98.9% | $479-88.0% |