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 | $10,471 |
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 | $27,443 | $66,124-58.5% | $90,404-69.6% | $73,488-62.7% |
| Participation rate | 45.2% | 69.7%-24.5pp | 72.7%-27.5pp | 70.7%-25.5pp |
| Annual return | 13.67% | 17.65%-4.0pp | 1293.02%-1279.3pp | 28.51%-14.8pp |
| Employer contribution / active EE | $175 | $2,346-92.5% | $3,262-94.6% | $2,270-92.3% |
| Participant deferral / active EE | $1,135 | $3,039-62.6% | $3,963-71.4% | $3,740-69.6% |
| Admin fee / account holder | $95 | $396-76.0% | $5,611-98.3% | $513-81.5% |