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 | $5,127 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $11,744 | $88,874-86.8% | $81,478-85.6% | - |
| Participation rate | 0.0% | 49.1%-49.1pp | 68.0%-68.0pp | - |
| Annual return | 12.14% | 12.81%-0.7pp | 38.78%-26.6pp | - |
| Employer contribution / active EE | $0 | $1,020-100.0% | $2,568-100.0% | - |
| Participant deferral / active EE | $0 | $1,747-100.0% | $3,537-100.0% | - |
| Admin fee / account holder | $142 | $8,975-98.4% | $4,561-96.9% | - |