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 CO Service code 15 · EIN 39-0989781 | Recordkeeping | $26,010 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,362 | $72,177-67.6% | $115,037-79.7% | $59,632-60.8% |
| Participation rate | 93.5% | 72.6%+21.0pp | 81.4%+12.1pp | 68.7%+24.8pp |
| Annual return | -2.15% | 12.02%-14.2pp | 26.14%-28.3pp | 2041.28%-2043.4pp |
| Employer contribution / active EE | $1,532 | $2,841-46.1% | $4,608-66.7% | $2,203-30.4% |
| Participant deferral / active EE | $4,811 | $4,783+0.6% | $6,026-20.2% | $3,192+50.7% |
| Admin fee / account holder | $162 | $4,927-96.7% | $8,175-98.0% | $4,297-96.2% |