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 | $3,125 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $59,570 | $81,474-26.9% | $133,956-55.5% | $73,488-18.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 79.8%+20.2pp | 70.7%+29.3pp |
| Annual return | 8.80% | 19.40%-10.6pp | 45.09%-36.3pp | 28.51%-19.7pp |
| Employer contribution / active EE | $1,350 | $2,209-38.9% | $3,919-65.5% | $2,270-40.5% |
| Participant deferral / active EE | $4,979 | $3,786+31.5% | $5,048-1.4% | $3,740+33.1% |
| Admin fee / account holder | $14 | $713-98.0% | $8,927-99.8% | $513-97.2% |