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 | $23,961 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $26,049 | $80,753-67.7% | $136,294-80.9% | $62,292-58.2% |
| Participation rate | 75.0% | 73.5%+1.5pp | 81.9%-6.9pp | 69.5%+5.5pp |
| Annual return | 12.80% | 35.83%-23.0pp | 5155.94%-5143.1pp | 28.90%-16.1pp |
| Employer contribution / active EE | $1,581 | $2,884-45.2% | $4,695-66.3% | $2,042-22.6% |
| Participant deferral / active EE | $4,825 | $5,164-6.6% | $6,247-22.8% | $3,169+52.3% |
| Admin fee / account holder | $121 | $525-77.0% | $9,243-98.7% | $479-74.8% |