Filed May 28, 2019
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURNA Service code 15 · EIN 36-6071399 | Recordkeeping | $14,350 |
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 | $15,156 | $48,076-68.5% | $78,689-80.7% | $62,891-75.9% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 7.99% | 31.35%-23.4pp | 62.18%-54.2pp | 20.14%-12.2pp |
| Employer contribution / active EE | $1,445 | $2,015-28.3% | $2,851-49.3% | $2,281-36.6% |
| Participant deferral / active EE | $2,431 | $2,588-6.1% | $3,517-30.9% | $3,203-24.1% |
| Admin fee / account holder | $122 | $3,207-96.2% | $4,510-97.3% | $4,296-97.2% |