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 | $13,295 |
Service code 15 · EIN 62-1874769 | Recordkeeping | $11,831 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $43,879 | $50,199-12.6% | $70,092-37.4% | $66,914-34.4% |
| Participation rate | 18.8% | 66.3%-47.5pp | 70.5%-51.6pp | 69.8%-51.0pp |
| Annual return | -17.03% | -13.85%-3.2pp | 190.73%-207.8pp | 1.58%-18.6pp |
| Employer contribution / active EE | $0 | $1,864-100.0% | $2,559-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $306 | $3,112-90.2% | $3,849-92.0% | $4,237-92.8% |
| Admin fee / account holder | $441 | $600-26.5% | $6,267-93.0% | $593-25.7% |