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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.
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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 | $2,587 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,669 | $99,957-51.3% | $149,696-67.5% | $73,488-33.8% |
| Participation rate | 24.3% | 75.7%-51.4pp | 82.5%-58.2pp | 70.7%-46.4pp |
| Annual return | 21.86% | 53.87%-32.0pp | 276.60%-254.7pp | 28.51%-6.7pp |
| Employer contribution / active EE | $836 | $3,191-73.8% | $4,644-82.0% | $2,270-63.2% |
| Participant deferral / active EE | $2,367 | $6,073-61.0% | $6,842-65.4% | $3,740-36.7% |
| Admin fee / account holder | $18 | $551-96.7% | $9,309-99.8% | $513-96.4% |