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 | $22,844 |
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).
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 | $50,605 | $65,435-22.7% | $86,677-41.6% | $66,914-24.4% |
| Participation rate | 54.4% | 75.5%-21.1pp | 76.6%-22.2pp | 69.8%-15.4pp |
| Annual return | -17.01% | -10.89%-6.1pp | 35.91%-52.9pp | 1.58%-18.6pp |
| Employer contribution / active EE | $1,117 | $2,153-48.1% | $2,836-60.6% | $2,544-56.1% |
| Participant deferral / active EE | $1,782 | $4,100-56.5% | $4,656-61.7% | $4,237-57.9% |
| Admin fee / account holder | $272 | $642-57.6% | $7,493-96.4% | $593-54.2% |