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 |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $4,330 |
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 | $22,272 | $48,576-54.1% | $169,463-86.9% | $56,287-60.4% |
| Participation rate | 97.1% | 65.8%+31.3pp | 77.8%+19.3pp | 69.9%+27.2pp |
| Annual return | 2.43% | -2.51%+4.9pp | 1.83%+0.6pp | -9.96%+12.4pp |
| Employer contribution / active EE | $1,089 | $1,559-30.1% | $4,159-73.8% | $2,111-48.4% |
| Participant deferral / active EE | $1,872 | $3,275-42.8% | $5,277-64.5% | $3,350-44.1% |
| Admin fee / account holder | $16 | $435-96.4% | $9,109-99.8% | $521-97.0% |