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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.
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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 FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $10,215 |
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 | $57,890 | $54,368+6.5% | $117,039-50.5% | $62,292-7.1% |
| Participation rate | 79.0% | 64.9%+14.1pp | 77.2%+1.8pp | 69.5%+9.5pp |
| Annual return | 11.13% | 21.77%-10.6pp | 18.95%-7.8pp | 28.90%-17.8pp |
| Employer contribution / active EE | $3,721 | $1,692+119.9% | $3,785-1.7% | $2,042+82.2% |
| Participant deferral / active EE | $1,689 | $2,269-25.5% | $3,929-57.0% | $3,169-46.7% |
| Admin fee / account holder | $104 | $493-78.9% | $5,974-98.3% | $479-78.3% |