Filed January 4, 2022
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $3,970 |
Annual investment return 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 | $31,976 | $42,546-24.8% | $71,796-55.5% | $55,167-42.0% |
| Participation rate | 76.1% | 59.1%+17.0pp | 69.1%+7.0pp | 69.0%+7.1pp |
| Annual return | 0.55% | 12.36%-11.8pp | 78.04%-77.5pp | 169.23%-168.7pp |
| Employer contribution / active EE | $3,320 | $803+313.3% | $1,924+72.5% | $1,963+69.2% |
| Participant deferral / active EE | $1,906 | $2,064-7.7% | $2,794-31.8% | $3,054-37.6% |
| Admin fee / account holder | $193 | $650-70.3% | $4,815-96.0% | $504-61.7% |