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 | $8,588 |
Annual investment return 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 | $35,727 | $85,202-58.1% | $172,739-79.3% | $72,985-51.0% |
| Participation rate | 93.1% | 70.1%+23.0pp | 82.6%+10.4pp | 69.5%+23.6pp |
| Annual return | 7.94% | 27.32%-19.4pp | 802.84%-794.9pp | 81.00%-73.1pp |
| Employer contribution / active EE | $825 | $3,324-75.2% | $5,143-84.0% | $2,440-66.2% |
| Participant deferral / active EE | $2,304 | $3,260-29.3% | $5,198-55.7% | $3,607-36.1% |
| Admin fee / account holder | $93 | $5,884-98.4% | $13,954-99.3% | $5,124-98.2% |