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 FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $49,329 |
Service code 15 · EIN 62-1874769 | Recordkeeping | $21,785 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,051 | $58,320-29.6% | $86,436-52.5% | $66,914-38.7% |
| Participation rate | 98.0% | 78.6%+19.4pp | 80.3%+17.6pp | 69.8%+28.2pp |
| Annual return | -6.31% | -9.71%+3.4pp | 4394.89%-4401.2pp | 1.58%-7.9pp |
| Employer contribution / active EE | $3,460 | $2,615+32.3% | $3,769-8.2% | $2,544+36.0% |
| Participant deferral / active EE | $6,738 | $6,899-2.3% | $6,952-3.1% | $4,237+59.0% |
| Admin fee / account holder | $322 | $546-41.1% | $6,731-95.2% | $593-45.8% |