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 | $6,547 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,602 | $73,102-62.2% | $123,544-77.7% | $56,287-51.0% |
| Participation rate | 50.0% | 74.3%-24.3pp | 82.3%-32.3pp | 69.9%-19.9pp |
| Annual return | 4.37% | 3.01%+1.4pp | 119.20%-114.8pp | -9.96%+14.3pp |
| Employer contribution / active EE | $1,301 | $2,977-56.3% | $4,628-71.9% | $2,111-38.4% |
| Participant deferral / active EE | $3,505 | $5,423-35.4% | $6,426-45.5% | $3,350+4.6% |
| Admin fee / account holder | $39 | $554-92.9% | $9,284-99.6% | $521-92.4% |