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 FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $1,070 |
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 | $90,418 | $55,449+63.1% | $83,848+7.8% | $56,287+60.6% |
| Participation rate | 90.2% | 68.0%+22.2pp | 76.1%+14.1pp | 69.9%+20.4pp |
| Annual return | -5.74% | -1.38%-4.4pp | 850.88%-856.6pp | -9.96%+4.2pp |
| Employer contribution / active EE | $2,992 | $2,430+23.1% | $3,631-17.6% | $2,111+41.8% |
| Participant deferral / active EE | $6,886 | $2,935+134.6% | $4,082+68.7% | $3,350+105.6% |
| Admin fee / account holder | $3 | $656-99.5% | $5,478-99.9% | $521-99.4% |