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 | $15,867 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $33,996 | $48,576-30.0% | $169,463-79.9% | $56,287-39.6% |
| Participation rate | 57.9% | 65.8%-7.9pp | 77.8%-19.8pp | 69.9%-11.9pp |
| Annual return | -6.38% | -2.51%-3.9pp | 1.83%-8.2pp | -9.96%+3.6pp |
| Employer contribution / active EE | $518 | $1,559-66.8% | $4,159-87.6% | $2,111-75.5% |
| Participant deferral / active EE | $3,101 | $3,275-5.3% | $5,277-41.2% | $3,350-7.4% |
| Admin fee / account holder | $162 | $435-62.8% | $9,109-98.2% | $521-68.9% |