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 | $7,336 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $38,836 | $82,882-53.1% | $127,761-69.6% | $72,985-46.8% |
| Participation rate | 61.2% | 71.5%-10.3pp | 79.0%-17.8pp | 69.5%-8.3pp |
| Annual return | 26.45% | 32.20%-5.8pp | 26.14%+0.3pp | 81.00%-54.6pp |
| Employer contribution / active EE | $38 | $3,346-98.9% | $4,574-99.2% | $2,440-98.5% |
| Participant deferral / active EE | $12,573 | $4,791+162.4% | $6,021+108.8% | $3,607+248.5% |
| Admin fee / account holder | $54 | $6,487-99.2% | $9,395-99.4% | $5,124-99.0% |