See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $12,581 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $17,559 | $46,732-62.4% | $156,549-88.8% | $55,167-68.2% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 5.69% | 17.72%-12.0pp | 32.23%-26.5pp | 169.23%-163.5pp |
| Employer contribution / active EE | $756 | $2,105-64.1% | $5,501-86.3% | $1,963-61.5% |
| Participant deferral / active EE | $2,057 | $2,204-6.7% | $4,871-57.8% | $3,054-32.6% |
| Admin fee / account holder | $34 | $418-92.0% | $13,027-99.7% | $504-93.3% |