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 FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $51,828 |
MCGREGOR & ASSOCIATES, INC.2+ years Service code 15 · EIN 61-1211399 | Recordkeeping | $21,920 |
BSE PARTNERS, LLC2+ years Service code 10 · EIN 06-0462571 | Accounting | $8,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,833 | $57,921-76.1% | $84,750-83.7% | $57,658-76.0% |
| Participation rate | 63.9% | 72.9%-9.1pp | 76.6%-12.7pp | 70.2%-6.4pp |
| Annual return | 7.56% | 10.24%-2.7pp | 22.78%-15.2pp | 5.13%+2.4pp |
| Employer contribution / active EE | $7,068 | $2,598+172.0% | $3,574+97.7% | $1,974+258.1% |
| Participant deferral / active EE | $70 | $2,742-97.4% | $3,712-98.1% | $3,061-97.7% |
| Admin fee / account holder | $117 | $130-10.1% | $5,332-97.8% | $95+23.3% |