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 |
|---|---|---|
Service code 15 · EIN 64-0765749 | Recordkeeping | $1,300 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $686 |
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 | $38,931 | $75,183-48.2% | $123,892-68.6% | $55,167-29.4% |
| Participation rate | 96.1% | 72.8%+23.3pp | 81.4%+14.7pp | 69.0%+27.1pp |
| Annual return | 7.92% | 19.01%-11.1pp | 47.52%-39.6pp | 169.23%-161.3pp |
| Employer contribution / active EE | $1,638 | $2,823-42.0% | $4,617-64.5% | $1,963-16.5% |
| Participant deferral / active EE | $5,338 | $5,084+5.0% | $5,984-10.8% | $3,054+74.8% |
| Admin fee / account holder | $8 | $663-98.8% | $8,357-99.9% | $504-98.4% |