See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $20,578 |
Service code 27 · EIN 41-0973005 | Advisory (Plan) | $19,711 |
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $1,550 |
Service code 15 · EIN 31-1299207 | Recordkeeping | $425 |
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 | $42,534 | $69,362-38.7% | $101,248-58.0% | $73,488-42.1% |
| Participation rate | 96.1% | 68.4%+27.7pp | 75.8%+20.3pp | 70.7%+25.4pp |
| Annual return | 26.69% | 18.46%+8.2pp | 46.47%-19.8pp | 28.51%-1.8pp |
| Employer contribution / active EE | $4,047 | $2,628+54.0% | $3,660+10.6% | $2,270+78.3% |
| Participant deferral / active EE | $2,473 | $3,300-25.0% | $4,370-43.4% | $3,740-33.9% |
| Admin fee / account holder | $179 | $704-74.5% | $5,945-97.0% | $513-65.1% |