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 CO Service code 15 · EIN 39-0989781 | Recordkeeping | $11,767 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $25,251 | $50,637-50.1% | $86,590-70.8% | $62,292-59.5% |
| Participation rate | 62.0% | 67.9%-5.9pp | 73.5%-11.5pp | 69.5%-7.5pp |
| Annual return | 14.63% | 20.80%-6.2pp | 964.84%-950.2pp | 28.90%-14.3pp |
| Employer contribution / active EE | $318 | $2,075-84.7% | $2,839-88.8% | $2,042-84.4% |
| Participant deferral / active EE | $1,362 | $2,611-47.8% | $3,609-62.3% | $3,169-57.0% |
| Admin fee / account holder | $107 | $413-74.1% | $4,906-97.8% | $479-77.7% |