Filed March 22, 2022
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $18,238 |
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 | $19,374 | $46,732-58.5% | $156,549-87.6% | $55,167-64.9% |
| Participation rate | 95.2% | 65.8%+29.4pp | 84.0%+11.2pp | 69.0%+26.2pp |
| Annual return | 6.70% | 17.72%-11.0pp | 32.23%-25.5pp | 169.23%-162.5pp |
| Employer contribution / active EE | $1,769 | $2,105-16.0% | $5,501-67.8% | $1,963-9.9% |
| Participant deferral / active EE | $1,916 | $2,204-13.1% | $4,871-60.7% | $3,054-37.3% |
| Admin fee / account holder | $95 | $418-77.3% | $13,027-99.3% | $504-81.1% |