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 INS. CO Service code 15 · EIN 36-6071399 | Recordkeeping | $7,467 |
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 | $26,828 | $50,152-46.5% | $71,671-62.6% | - |
| Participation rate | 0.0% | 59.4%-59.4pp | 68.7%-68.7pp | - |
| Annual return | 29.64% | 9.73%+19.9pp | 20.65%+9.0pp | - |
| Employer contribution / active EE | $0 | $997-100.0% | $2,460-100.0% | - |
| Participant deferral / active EE | $0 | $1,978-100.0% | $3,438-100.0% | - |
| Admin fee / account holder | $25 | $1,576-98.4% | $5,558-99.5% | - |