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 | $3,098 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $46,336 | $78,419-40.9% | $133,956-65.4% | $73,409-36.9% |
| Participation rate | 53.9% | 78.6%-24.7pp | 79.8%-25.9pp | 72.2%-18.2pp |
| Annual return | 19.29% | 33.35%-14.1pp | 45.09%-25.8pp | 59.29%-40.0pp |
| Employer contribution / active EE | $1,565 | $2,044-23.4% | $3,919-60.1% | $2,234-30.0% |
| Participant deferral / active EE | $2,986 | $3,925-23.9% | $5,048-40.8% | $3,805-21.5% |
| Admin fee / account holder | $16 | $161-90.2% | $8,927-99.8% | $158-90.0% |