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 | $14,311 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $43,125 | $46,100-6.5% | $86,590-50.2% | $69,631-38.1% |
| Participation rate | 41.0% | 67.2%-26.2pp | 73.5%-32.5pp | 70.7%-29.7pp |
| Annual return | 23.72% | 21.02%+2.7pp | 964.84%-941.1pp | 27571.02%-27547.3pp |
| Employer contribution / active EE | $573 | $1,850-69.0% | $2,839-79.8% | $2,032-71.8% |
| Participant deferral / active EE | $3,619 | $2,432+48.8% | $3,609+0.3% | $3,224+12.3% |
| Admin fee / account holder | $69 | $94-26.4% | $4,906-98.6% | $110-37.5% |