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 | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $19,794 | $39,819-50.3% | $67,834-70.8% | $57,658-65.7% |
| Participation rate | 100.0% | 61.2%+38.8pp | 68.8%+31.2pp | 70.2%+29.8pp |
| Annual return | 10.39% | 9.19%+1.2pp | 138.47%-128.1pp | 5.13%+5.3pp |
| Employer contribution / active EE | $1,928 | $1,277+51.0% | $2,403-19.8% | $1,974-2.3% |
| Participant deferral / active EE | $2,925 | $2,209+32.4% | $3,160-7.4% | $3,061-4.4% |
| Admin fee / account holder | $10 | $84-88.0% | $4,622-99.8% | $95-89.4% |