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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.
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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 Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $29,638 |
KKDLY LLC10+ years Service code 10 · EIN 99-0092355 | Accounting | $13,613 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,106 | $58,926-79.5% | $97,226-87.5% | $74,495-83.7% |
| Participation rate | 62.8% | 63.5%-0.7pp | 72.7%-9.9pp | 67.2%-4.4pp |
| Annual return | 12.57% | 16.04%-3.5pp | 75.13%-62.6pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,729-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,306 | $3,664-37.1% | $4,264-45.9% | $4,346-46.9% |
| Admin fee / account holder | $112 | $1,974-94.3% | $5,654-98.0% | $1,942-94.2% |