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 | $10,381 |
THE BENEFIT PRACTICE5+ years Service code 15 · EIN 13-4144565 | Recordkeeping | $3,584 |
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 | $40,595 | $66,310-38.8% | $93,606-56.6% | $65,185-37.7% |
| Participation rate | 81.0% | 74.0%+7.0pp | 75.8%+5.2pp | 70.2%+10.8pp |
| Annual return | 19.18% | 42.58%-23.4pp | 32.76%-13.6pp | 29.38%-10.2pp |
| Employer contribution / active EE | $0 | $2,012-100.0% | $2,718-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,078 | $3,342-7.9% | $4,069-24.4% | $3,514-12.4% |
| Admin fee / account holder | $86 | $6,897-98.8% | $7,888-98.9% | $847-89.8% |