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 | $20,830 |
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 | $21,767 | $84,233-74.2% | $170,442-87.2% | $70,131-69.0% |
| Participation rate | 92.3% | 70.8%+21.5pp | 83.6%+8.7pp | 69.5%+22.8pp |
| Annual return | 12.72% | 23.06%-10.3pp | 205.93%-193.2pp | 73.14%-60.4pp |
| Employer contribution / active EE | $2,270 | $3,387-33.0% | $5,433-58.2% | $2,342-3.1% |
| Participant deferral / active EE | $2,365 | $3,086-23.3% | $4,939-52.1% | $3,332-29.0% |
| Admin fee / account holder | $105 | $5,698-98.2% | $13,880-99.2% | $4,645-97.7% |