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 | $100 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,382 | $37,117-23.5% | $147,614-80.8% | $55,191-48.6% |
| Participation rate | 81.2% | 63.6%+17.6pp | 84.6%-3.4pp | 69.2%+12.0pp |
| Annual return | -3.27% | 3.44%-6.7pp | 61.98%-65.3pp | 10.78%-14.1pp |
| Employer contribution / active EE | $1,256 | $1,620-22.5% | $5,564-77.4% | $1,899-33.8% |
| Participant deferral / active EE | $1,872 | $1,985-5.7% | $4,895-61.8% | $3,046-38.5% |
| Admin fee / account holder | $66 | $86-22.5% | $11,611-99.4% | $91-27.0% |