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 | $7,049 |
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 | $44,064 | $65,376-32.6% | $87,100-49.4% | $65,185-32.4% |
| Participation rate | 86.7% | 75.3%+11.3pp | 76.9%+9.8pp | 70.2%+16.5pp |
| Annual return | 22.55% | 31.27%-8.7pp | 28.19%-5.6pp | 29.38%-6.8pp |
| Employer contribution / active EE | $709 | $1,822-61.1% | $2,521-71.9% | $2,177-67.4% |
| Participant deferral / active EE | $2,830 | $3,388-16.5% | $4,049-30.1% | $3,514-19.4% |
| Admin fee / account holder | $27 | $520-94.9% | $7,497-99.6% | $847-96.9% |