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 | $0 |
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 | $42,252 | $70,002-39.6% | $115,037-63.3% | $52,331-19.3% |
| Participation rate | 97.1% | 72.1%+25.0pp | 81.4%+15.8pp | 68.1%+29.0pp |
| Annual return | -0.52% | 4.04%-4.6pp | 26.14%-26.7pp | 4.54%-5.1pp |
| Employer contribution / active EE | $1,753 | $2,715-35.4% | $4,608-62.0% | $1,882-6.9% |
| Participant deferral / active EE | $5,083 | $4,920+3.3% | $6,026-15.7% | $3,022+68.2% |
| Admin fee / account holder | $10 | $566-98.3% | $8,175-99.9% | $592-98.3% |