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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 LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $2,816 |
Service code 15 · EIN 31-1299207 | Recordkeeping | $1,380 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES INSURANCE AG Service code 16 1000 HARBOR BLVD, ATTN ED CASE · WEEHAWKEN, NJ 07087 | Consulting | $0 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $19,917 | $46,297-57.0% | $71,671-72.2% | $62,292-68.0% |
| Participation rate | 58.1% | 60.6%-2.6pp | 68.7%-10.7pp | 69.5%-11.5pp |
| Annual return | 11.97% | 22.32%-10.4pp | 20.65%-8.7pp | 28.90%-16.9pp |
| Employer contribution / active EE | $0 | $1,412-100.0% | $2,460-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,582 | $2,235-29.2% | $3,438-54.0% | $3,169-50.1% |
| Admin fee / account holder | $34 | $461-92.6% | $5,558-99.4% | $479-92.9% |