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 | $3,235 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,714 | $55,416+94.4% | $75,972+41.8% | $77,643+38.7% |
| Participation rate | 26.3% | 63.6%-37.2pp | 69.1%-42.7pp | 70.6%-44.2pp |
| Annual return | 17.31% | 17.07%+0.2pp | 359.55%-342.2pp | 31.24%-13.9pp |
| Employer contribution / active EE | $1,442 | $1,788-19.3% | $2,685-46.3% | $2,726-47.1% |
| Participant deferral / active EE | $2,747 | $3,447-20.3% | $4,255-35.5% | $4,647-40.9% |
| Admin fee / account holder | $20 | $414-95.2% | $6,467-99.7% | $430-95.4% |