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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 12 · EIN 39-0989781 | Direct payment from the plan; Claims ... | $1,540 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $28,263 | $71,192-60.3% | $117,854-76.0% | $62,292-54.6% |
| Participation rate | 57.6% | 74.2%-16.6pp | 79.7%-22.0pp | 69.5%-11.9pp |
| Annual return | 26.07% | 18.66%+7.4pp | 335.08%-309.0pp | 28.90%-2.8pp |
| Employer contribution / active EE | $1,419 | $1,934-26.6% | $3,786-62.5% | $2,042-30.5% |
| Participant deferral / active EE | $2,624 | $3,189-17.7% | $4,482-41.5% | $3,169-17.2% |
| Admin fee / account holder | $9 | $587-98.4% | $8,020-99.9% | $479-98.0% |