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 FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $19,293 |
Filed as: MERRILL LYNCH Service code 16 · EIN 13-2808480 | Consulting | $9,105 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,358 | $69,010-34.3% | $159,960-71.6% | $68,494-33.8% |
| Participation rate | 39.3% | 65.4%-26.1pp | 78.0%-38.7pp | 67.9%-28.6pp |
| Annual return | -15.64% | -9.65%-6.0pp | 408.60%-424.2pp | -7.84%-7.8pp |
| Employer contribution / active EE | $905 | $2,213-59.1% | $4,226-78.6% | $2,596-65.2% |
| Participant deferral / active EE | $2,002 | $4,212-52.5% | $6,182-67.6% | $4,027-50.3% |
| Admin fee / account holder | $451 | $4,798-90.6% | $8,698-94.8% | $5,403-91.7% |