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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.
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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 | $38,581 |
Annual investment return 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 | $41,282 | $99,957-58.7% | $149,696-72.4% | $73,488-43.8% |
| Participation rate | 77.3% | 75.7%+1.6pp | 82.5%-5.2pp | 70.7%+6.6pp |
| Annual return | 12.93% | 53.87%-40.9pp | 276.60%-263.7pp | 28.51%-15.6pp |
| Employer contribution / active EE | $1,776 | $3,191-44.3% | $4,644-61.8% | $2,270-21.8% |
| Participant deferral / active EE | $6,095 | $6,073+0.4% | $6,842-10.9% | $3,740+63.0% |
| Admin fee / account holder | $165 | $551-70.1% | $9,309-98.2% | $513-67.9% |