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 | $20,258 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $80,341 | $45,566+76.3% | $64,105+25.3% | $59,632+34.7% |
| Participation rate | 65.6% | 60.2%+5.4pp | 68.2%-2.6pp | 68.7%-3.1pp |
| Annual return | 1.89% | 4.95%-3.1pp | 791.24%-789.3pp | 2041.28%-2039.4pp |
| Employer contribution / active EE | $722 | $934-22.7% | $1,820-60.3% | $2,203-67.2% |
| Participant deferral / active EE | $2,869 | $2,057+39.5% | $2,822+1.7% | $3,192-10.1% |
| Admin fee / account holder | $250 | $3,268-92.3% | $4,499-94.4% | $4,297-94.2% |