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 |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $77,906 |
SAGEVIEW ADVISORY GROUP, LLC7 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 · EIN 33-0818667 | Consulting | $45,937 |
MOSS ADAMS LLP2 years Service code 10 · EIN 91-0189318 | Accounting | $26,421 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $105,514 | $91,762+15.0% | $67,502+56.3% | $77,643+35.9% |
| Participation rate | 83.4% | 75.9%+7.5pp | 72.9%+10.5pp | 70.6%+12.8pp |
| Annual return | 13.72% | 14.87%-1.2pp | 3512.12%-3498.4pp | 31.24%-17.5pp |
| Employer contribution / active EE | $5,085 | $3,181+59.8% | $2,731+86.2% | $2,726+86.5% |
| Participant deferral / active EE | $6,109 | $3,903+56.5% | $4,000+52.7% | $4,647+31.4% |
| Admin fee / account holder | $192 | $176+9.0% | $3,998-95.2% | $430-55.4% |