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 | $29,661 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $56,258 | $45,566+23.5% | $64,105-12.2% | $59,632-5.7% |
| Participation rate | 76.1% | 60.2%+15.9pp | 68.2%+7.9pp | 68.7%+7.4pp |
| Annual return | -0.66% | 4.95%-5.6pp | 791.24%-791.9pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $545 | $934-41.6% | $1,820-70.0% | $2,203-75.2% |
| Participant deferral / active EE | $4,405 | $2,057+114.2% | $2,822+56.1% | $3,192+38.0% |
| Admin fee / account holder | $267 | $3,268-91.8% | $4,499-94.1% | $4,297-93.8% |