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 6-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 FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $21,848 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC Service code 22 · EIN 13-2808480 | Insurance Broker | $13,447 |
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 | $71,621 | $52,279+37.0% | $89,391-19.9% | $79,858-10.3% |
| Participation rate | 96.9% | 57.5%+39.3pp | 68.0%+28.9pp | 69.6%+27.2pp |
| Annual return | 97.23% | 22.16%+75.1pp | 245.62%-148.4pp | 31.71%+65.5pp |
| Employer contribution / active EE | $2,855 | $1,572+81.7% | $2,586+10.4% | $2,471+15.6% |
| Participant deferral / active EE | $6,176 | $2,740+125.4% | $3,890+58.8% | $3,740+65.1% |
| Admin fee / account holder | $212 | $3,356-93.7% | $4,881-95.7% | $5,306-96.0% |