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 | $22,513 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $43,405 | $59,839-27.5% | $81,983-47.1% | $79,858-45.6% |
| Participation rate | 47.9% | 61.6%-13.7pp | 69.2%-21.3pp | 69.6%-21.7pp |
| Annual return | 6.85% | 17.56%-10.7pp | 41.31%-34.5pp | 31.71%-24.9pp |
| Employer contribution / active EE | $1,570 | $1,713-8.4% | $2,498-37.2% | $2,471-36.5% |
| Participant deferral / active EE | $2,866 | $2,695+6.3% | $3,722-23.0% | $3,740-23.4% |
| Admin fee / account holder | $210 | $4,287-95.1% | $5,664-96.3% | $5,306-96.0% |