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 | $9,727 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,319 | $56,053-74.5% | $75,972-81.2% | $80,856-82.3% |
| Participation rate | 78.4% | 62.0%+16.3pp | 69.1%+9.3pp | 67.6%+10.7pp |
| Annual return | 13.57% | 20.53%-7.0pp | 359.55%-346.0pp | 35.59%-22.0pp |
| Employer contribution / active EE | $3,286 | $1,874+75.3% | $2,685+22.4% | $2,755+19.3% |
| Participant deferral / active EE | $5,980 | $3,052+96.0% | $4,255+40.5% | $4,296+39.2% |
| Admin fee / account holder | $73 | $5,234-98.6% | $6,467-98.9% | $6,918-99.0% |