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 | $33,648 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $6,097 | $30,979-80.3% | $67,711-91.0% | $59,188-89.7% |
| Participation rate | 6.9% | 40.5%-33.6pp | 67.5%-60.6pp | 69.4%-62.5pp |
| Annual return | -0.10% | -1.74%+1.6pp | 25.41%-25.5pp | 5.51%-5.6pp |
| Employer contribution / active EE | $52 | $807-93.5% | $2,559-98.0% | $2,098-97.5% |
| Participant deferral / active EE | $55 | $1,603-96.6% | $3,585-98.5% | $3,265-98.3% |
| Admin fee / account holder | $68 | $81-15.9% | $4,255-98.4% | $92-26.1% |