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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 CO Service code 15 · EIN 39-0989781 | Recordkeeping | $21,832 |
THE RETIREMENT ADVANTAGE INC4 years Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 15 · EIN 39-1816008 | Recordkeeping | $1,771 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,977 | $84,487-65.7% | $125,339-76.9% | $66,914-56.7% |
| Participation rate | 60.0% | 76.4%-16.4pp | 82.4%-22.4pp | 69.8%-9.8pp |
| Annual return | -17.65% | -8.39%-9.3pp | 572.05%-589.7pp | 1.58%-19.2pp |
| Employer contribution / active EE | $1,905 | $3,553-46.4% | $4,814-60.4% | $2,544-25.1% |
| Participant deferral / active EE | $6,235 | $6,781-8.1% | $7,446-16.3% | $4,237+47.2% |
| Admin fee / account holder | $293 | $685-57.2% | $10,010-97.1% | $593-50.6% |