Filed June 3, 2025
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPAN Service code 15 · EIN 39-0989781 | Recordkeeping | $22,503 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $59,516 | $47,922+24.2% | $75,886-21.6% | $65,185-8.7% |
| Participation rate | 54.9% | 63.0%-8.1pp | 69.3%-14.4pp | 70.2%-15.3pp |
| Annual return | 21.17% | 24.12%-2.9pp | 30.76%-9.6pp | 29.38%-8.2pp |
| Employer contribution / active EE | $1,431 | $1,557-8.1% | $2,500-42.8% | $2,177-34.2% |
| Participant deferral / active EE | $3,728 | $2,550+46.2% | $3,603+3.5% | $3,514+6.1% |
| Admin fee / account holder | $274 | $532-48.4% | $5,418-94.9% | $847-67.6% |