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 | $17,215 |
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 | $35,746 | $56,199-36.4% | $67,652-47.2% | $59,632-40.1% |
| Participation rate | 78.7% | 71.5%+7.2pp | 75.7%+3.0pp | 68.7%+10.0pp |
| Annual return | 0.02% | 18505.31%-18505.3pp | 6625.04%-6625.0pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $755 | $1,614-53.2% | $2,266-66.7% | $2,203-65.7% |
| Participant deferral / active EE | $2,878 | $2,844+1.2% | $3,560-19.2% | $3,192-9.8% |
| Admin fee / account holder | $180 | $3,958-95.4% | $4,821-96.3% | $4,297-95.8% |