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 | $20,584 |
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).
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 | $32,175 | $63,114-49.0% | $92,893-65.4% | $65,185-50.6% |
| Participation rate | 83.0% | 68.8%+14.2pp | 76.0%+7.0pp | 70.2%+12.8pp |
| Annual return | 14.96% | 28.75%-13.8pp | 109.41%-94.5pp | 29.38%-14.4pp |
| Employer contribution / active EE | $1,384 | $2,571-46.2% | $3,653-62.1% | $2,177-36.4% |
| Participant deferral / active EE | $2,416 | $3,108-22.3% | $4,236-43.0% | $3,514-31.2% |
| Admin fee / account holder | $173 | $624-72.2% | $5,794-97.0% | $847-79.5% |