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 |
|---|---|---|
Service code 10 · EIN 95-2820500 2790 SKYPARK DRIVE, STE 306 · TORRANCE, CA 90505 | Accounting | $27,400 |
Filed as: TRANSAMERICA LIFE INSURANCE Service code 15 · EIN 39-0989781 | Recordkeeping | $11,761 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,230 | $56,638-18.4% | $169,368-72.7% | $74,419-37.9% |
| Participation rate | 88.6% | 67.5%+21.0pp | 77.1%+11.4pp | 70.7%+17.8pp |
| Annual return | 2.05% | 24.75%-22.7pp | 405.60%-403.6pp | 34.38%-32.3pp |
| Employer contribution / active EE | $2,535 | $2,027+25.1% | $4,013-36.8% | $2,637-3.9% |
| Participant deferral / active EE | $3,223 | $4,223-23.7% | $6,221-48.2% | $4,528-28.8% |
| Admin fee / account holder | $88 | $307-71.2% | $9,003-99.0% | $348-74.6% |