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 | $7,240 |
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 | $35,262 | $64,909-45.7% | $82,313-57.2% | $62,292-43.4% |
| Participation rate | 83.0% | 74.9%+8.1pp | 76.9%+6.1pp | 69.5%+13.5pp |
| Annual return | 16.95% | 21.18%-4.2pp | 25.88%-8.9pp | 28.90%-11.9pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,603 | $3,103-16.1% | $3,706-29.8% | $3,169-17.8% |
| Admin fee / account holder | $27 | $440-93.9% | $5,608-99.5% | $479-94.4% |