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 | $5,560 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $15,930 | $49,280-67.7% | $67,313-76.3% | $64,186-75.2% |
| Participation rate | 46.2% | 60.8%-14.6pp | 69.1%-22.9pp | 69.6%-23.4pp |
| Annual return | -4.28% | -1.39%-2.9pp | -4.08%-0.2pp | 7.63%-11.9pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,848 | $2,484-25.6% | $3,568-48.2% | $3,470-46.7% |
| Admin fee / account holder | $90 | $3,863-97.7% | $4,507-98.0% | $4,888-98.2% |