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 | $7,353 |
Service code 22 · EIN 41-0944586 | Insurance Broker | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $56,310 | $73,638-23.5% | $95,952-41.3% | $73,488-23.4% |
| Participation rate | 86.3% | 76.2%+10.1pp | 77.1%+9.2pp | 70.7%+15.6pp |
| Annual return | 13.70% | 16.78%-3.1pp | 91.61%-77.9pp | 28.51%-14.8pp |
| Employer contribution / active EE | $707 | $1,863-62.0% | $2,541-72.2% | $2,270-68.8% |
| Participant deferral / active EE | $2,802 | $3,617-22.5% | $4,167-32.7% | $3,740-25.1% |
| Admin fee / account holder | $30 | $482-93.7% | $6,795-99.6% | $513-94.1% |