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 LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $0 |
Employer 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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $26,281 | $63,905-58.9% | $74,183-64.6% | $57,658-54.4% |
| Participation rate | 83.3% | 79.8%+3.6pp | 76.6%+6.7pp | 70.2%+13.1pp |
| Annual return | 7.16% | 60.60%-53.4pp | 17.74%-10.6pp | 5.13%+2.0pp |
| Employer contribution / active EE | $526 | $1,840-71.4% | $2,370-77.8% | $1,974-73.3% |
| Participant deferral / active EE | $2,519 | $3,448-27.0% | $3,550-29.0% | $3,061-17.7% |
| Admin fee / account holder | $49 | $91-46.2% | $5,586-99.1% | $95-48.1% |