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 COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $19,416 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $921 |
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 | $56,940 | $62,573-9.0% | $85,682-33.5% | $85,850-33.7% |
| Participation rate | 78.5% | 61.1%+17.3pp | 69.9%+8.6pp | 69.3%+9.1pp |
| Annual return | 20.10% | 23.77%-3.7pp | 21.49%-1.4pp | 318.53%-298.4pp |
| Employer contribution / active EE | $775 | $1,757-55.9% | $2,618-70.4% | $2,565-69.8% |
| Participant deferral / active EE | $2,033 | $2,802-27.5% | $3,923-48.2% | $3,952-48.6% |
| Admin fee / account holder | $223 | $4,640-95.2% | $6,873-96.8% | $6,260-96.4% |