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 INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $650 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,706 | $65,041+36.4% | $90,951-2.5% | $79,858+11.1% |
| Participation rate | 37.3% | 61.6%-24.3pp | 69.0%-31.7pp | 69.6%-32.3pp |
| Annual return | 20.60% | 30.45%-9.8pp | 134.60%-114.0pp | 31.71%-11.1pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,869 | $2,512+54.0% | $3,373+14.7% | $3,740+3.4% |
| Admin fee / account holder | $11 | $4,536-99.8% | $5,959-99.8% | $5,306-99.8% |