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 | $10,519 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $69,670 | $49,138+41.8% | $84,015-17.1% | $65,185+6.9% |
| Participation rate | 87.1% | 60.7%+26.4pp | 69.0%+18.1pp | 70.2%+16.9pp |
| Annual return | 24.06% | 23.00%+1.1pp | 71.31%-47.2pp | 29.38%-5.3pp |
| Employer contribution / active EE | $1,065 | $914+16.6% | $1,983-46.3% | $2,177-51.1% |
| Participant deferral / active EE | $3,862 | $2,397+61.1% | $3,239+19.3% | $3,514+9.9% |
| Admin fee / account holder | $83 | $543-84.6% | $6,101-98.6% | $847-90.1% |