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 FINANCIAL LIFE INS. CO Service code 15 · EIN 36-6071399 | Recordkeeping | $11,856 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,894 | $61,272-65.9% | $149,673-86.0% | $71,457-70.8% |
| Participation rate | 29.9% | 62.5%-32.6pp | 78.8%-48.9pp | 67.9%-38.0pp |
| Annual return | 7.10% | 35.85%-28.7pp | 134.42%-127.3pp | 28.85%-21.7pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,084 | $2,917-62.8% | $5,680-80.9% | $4,289-74.7% |
| Admin fee / account holder | $154 | $1,261-87.8% | $13,210-98.8% | $1,587-90.3% |