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 RET SOLUTIONS Service code 15 · EIN 13-3689044 | Recordkeeping | $21,315 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $13,824 |
Filed as: TRANSAMERICA TRUST COMPANY Service code 21 · EIN 42-0947998 | Bank Trustee | $167 |
STALKER & ASSOCIATES, INC.2 years Filed as: STALKER & ASSOCIATES Service code 15 · EIN 23-2756743 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,188 | $87,013-59.6% | $106,213-66.9% | $80,856-56.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 5.94% | 17.05%-11.1pp | 116.14%-110.2pp | 35.59%-29.7pp |
| Employer contribution / active EE | $1,584 | $2,395-33.9% | $3,171-50.1% | $2,755-42.5% |
| Participant deferral / active EE | $4,182 | $3,986+4.9% | $5,016-16.6% | $4,296-2.6% |
| Admin fee / account holder | $221 | $8,431-97.4% | $11,033-98.0% | $6,918-96.8% |