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 INS. CO Service code 15 · EIN 36-6071399 | Recordkeeping | $11,785 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $23,125 | $51,620-55.2% | $90,281-74.4% | $65,185-64.5% |
| Participation rate | 51.7% | 68.6%-17.0pp | 73.3%-21.6pp | 70.2%-18.5pp |
| Annual return | 22.45% | 24.94%-2.5pp | 78.10%-55.7pp | 29.38%-6.9pp |
| Employer contribution / active EE | $133 | $2,235-94.1% | $2,854-95.4% | $2,177-93.9% |
| Participant deferral / active EE | $1,109 | $2,871-61.4% | $3,885-71.5% | $3,514-68.4% |
| Admin fee / account holder | $103 | $384-73.1% | $5,351-98.1% | $847-87.8% |