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 INSURNACE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $11,372 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,420 | $84,233-71.0% | $170,442-85.7% | $70,131-65.2% |
| Participation rate | 0.0% | 70.8%-70.8pp | 83.6%-83.6pp | 69.5%-69.5pp |
| Annual return | 27.81% | 23.06%+4.8pp | 205.93%-178.1pp | 73.14%-45.3pp |
| Employer contribution / active EE | $632 | $3,387-81.3% | $5,433-88.4% | $2,342-73.0% |
| Participant deferral / active EE | $1,785 | $3,086-42.2% | $4,939-63.9% | $3,332-46.4% |
| Admin fee / account holder | $156 | $5,698-97.3% | $13,880-98.9% | $4,645-96.6% |