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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.
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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 | $7,647 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $33,195 | $77,634-57.2% | $156,549-78.8% | $62,891-47.2% |
| Participation rate | 95.1% | 71.2%+23.9pp | 84.0%+11.1pp | 69.3%+25.8pp |
| Annual return | -0.70% | 50.32%-51.0pp | 32.23%-32.9pp | 20.14%-20.8pp |
| Employer contribution / active EE | $1,632 | $3,444-52.6% | $5,501-70.3% | $2,281-28.5% |
| Participant deferral / active EE | $2,142 | $3,045-29.7% | $4,871-56.0% | $3,203-33.1% |
| Admin fee / account holder | $82 | $5,561-98.5% | $13,027-99.4% | $4,296-98.1% |