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 INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $7,884 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $16,474 | $34,677-52.5% | $77,024-78.6% | $64,808-74.6% |
| Participation rate | 6.7% | 49.8%-43.2pp | 67.9%-61.2pp | 71.5%-64.8pp |
| Annual return | -11.18% | -5.33%-5.9pp | 42.32%-53.5pp | 32.82%-44.0pp |
| Employer contribution / active EE | $0 | $1,370-100.0% | $2,812-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $374 | $2,556-85.4% | $4,426-91.5% | $4,310-91.3% |
| Admin fee / account holder | $110 | $179-38.7% | $5,425-98.0% | $188-41.7% |