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 FINAN LIFE INS COMPANY Service code 15 · EIN 36-6071399 | Recordkeeping | $7,982 |
UNITED BENEFIT PENSIONS INC.2 years Service code 10 · EIN 36-4517541 | Accounting | $800 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,161 | $63,745-18.2% | $98,442-47.0% | $79,386-34.3% |
| Participation rate | 72.0% | 69.9%+2.1pp | 73.3%-1.3pp | 70.7%+1.3pp |
| Annual return | 12.97% | 625.80%-612.8pp | 1492.73%-1479.8pp | 116.85%-103.9pp |
| Employer contribution / active EE | $2,586 | $2,557+1.2% | $2,960-12.6% | $2,427+6.5% |
| Participant deferral / active EE | $4,708 | $3,303+42.5% | $4,276+10.1% | $4,046+16.4% |
| Admin fee / account holder | $88 | $516-83.0% | $5,949-98.5% | $626-86.0% |