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 9-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 | $3,950 |
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 | $31,180 | $62,928-50.5% | $172,739-81.9% | $67,579-53.9% |
| Participation rate | 99.6% | 64.5%+35.1pp | 82.6%+17.0pp | 71.3%+28.3pp |
| Annual return | 21.53% | 30.36%-8.8pp | 802.84%-781.3pp | 378.56%-357.0pp |
| Employer contribution / active EE | $1,929 | $1,636+17.9% | $5,143-62.5% | $2,148-10.2% |
| Participant deferral / active EE | $3,037 | $2,145+41.6% | $5,198-41.6% | $3,539-14.2% |
| Admin fee / account holder | $8 | $167-94.9% | $13,954-99.9% | $142-94.1% |