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 | $8,927 |
INTAC ACTUARIAL SERVICES2+ years Service code 15 · EIN 22-2446239 545 ROUTE 17 SOUTH · RIDGEWOOD, NJ 07450 | Recordkeeping | $1,965 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $44,654 | $42,546+5.0% | $71,796-37.8% | $55,167-19.1% |
| Participation rate | 47.1% | 59.1%-12.1pp | 69.1%-22.1pp | 69.0%-21.9pp |
| Annual return | 6.00% | 12.36%-6.4pp | 78.04%-72.0pp | 169.23%-163.2pp |
| Employer contribution / active EE | $196 | $803-75.6% | $1,924-89.8% | $1,963-90.0% |
| Participant deferral / active EE | $1,963 | $2,064-4.9% | $2,794-29.8% | $3,054-35.7% |
| Admin fee / account holder | $105 | $650-83.9% | $4,815-97.8% | $504-79.2% |