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 | $30,018 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $28,752 | $79,523-63.8% | $140,016-79.5% | $56,287-48.9% |
| Participation rate | 86.1% | 85.7%+0.4pp | 87.5%-1.4pp | 69.9%+16.2pp |
| Annual return | -5.24% | 2.39%-7.6pp | 651.12%-656.4pp | -9.96%+4.7pp |
| Employer contribution / active EE | $2,827 | $3,350-15.6% | $5,606-49.6% | $2,111+33.9% |
| Participant deferral / active EE | $3,948 | $5,129-23.0% | $6,927-43.0% | $3,350+17.9% |
| Admin fee / account holder | $169 | $614-72.5% | $10,705-98.4% | $521-67.6% |