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 | $14,961 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $38,290 | $60,165-36.4% | $74,183-48.4% | $55,167-30.6% |
| Participation rate | 42.6% | 74.2%-31.5pp | 76.6%-34.0pp | 69.0%-26.4pp |
| Annual return | 7.76% | 10.00%-2.2pp | 17.74%-10.0pp | 169.23%-161.5pp |
| Employer contribution / active EE | $875 | $1,600-45.3% | $2,370-63.1% | $1,963-55.4% |
| Participant deferral / active EE | $1,649 | $2,973-44.5% | $3,550-53.6% | $3,054-46.0% |
| Admin fee / account holder | $232 | $419-44.6% | $5,586-95.8% | $504-53.9% |