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 | $4,160 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction with Solo.
Solo shows the counterparty names, addresses and amounts for each reportable transaction. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $54,597 | $52,149+4.7% | $122,332-55.4% | $77,958-30.0% |
| Participation rate | 18.0% | 58.6%-40.5pp | 71.6%-53.6pp | 71.6%-53.6pp |
| Annual return | 18.85% | 17.75%+1.1pp | 30.27%-11.4pp | 20.87%-2.0pp |
| Employer contribution / active EE | $310 | $1,750-82.3% | $4,050-92.3% | $2,310-86.6% |
| Participant deferral / active EE | $679 | $2,114-67.9% | $3,287-79.4% | $3,537-80.8% |
| Admin fee / account holder | $11 | $93-87.7% | $5,478-99.8% | $97-88.2% |