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 10-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 LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $21,572 |
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 | $38,977 | $72,277-46.1% | $101,248-61.5% | $79,858-51.2% |
| Participation rate | 88.3% | 68.5%+19.8pp | 75.8%+12.5pp | 69.6%+18.7pp |
| Annual return | 10.00% | 22.30%-12.3pp | 46.47%-36.5pp | 31.71%-21.7pp |
| Employer contribution / active EE | $1,424 | $2,692-47.1% | $3,660-61.1% | $2,471-42.4% |
| Participant deferral / active EE | $2,325 | $3,282-29.2% | $4,370-46.8% | $3,740-37.8% |
| Admin fee / account holder | $186 | $4,400-95.8% | $5,945-96.9% | $5,306-96.5% |