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 | $9,027 |
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 | $97,065 | $65,041+49.2% | $90,951+6.7% | $79,858+21.5% |
| Participation rate | 92.4% | 61.6%+30.8pp | 69.0%+23.4pp | 69.6%+22.8pp |
| Annual return | 36.30% | 30.45%+5.9pp | 134.60%-98.3pp | 31.71%+4.6pp |
| Employer contribution / active EE | $1,067 | $1,247-14.4% | $2,122-49.7% | $2,471-56.8% |
| Participant deferral / active EE | $4,229 | $2,512+68.4% | $3,373+25.4% | $3,740+13.1% |
| Admin fee / account holder | $75 | $4,536-98.4% | $5,959-98.7% | $5,306-98.6% |