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.
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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 | $16,776 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $43,194 | $64,909-33.5% | $82,313-47.5% | $62,292-30.7% |
| Participation rate | 42.5% | 74.9%-32.3pp | 76.9%-34.4pp | 69.5%-27.0pp |
| Annual return | 17.58% | 21.18%-3.6pp | 25.88%-8.3pp | 28.90%-11.3pp |
| Employer contribution / active EE | $844 | $1,676-49.7% | $2,428-65.3% | $2,042-58.7% |
| Participant deferral / active EE | $1,202 | $3,103-61.3% | $3,706-67.6% | $3,169-62.1% |
| Admin fee / account holder | $240 | $440-45.5% | $5,608-95.7% | $479-50.0% |