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 | $5,204 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $15,350 | $35,986-57.3% | $77,482-80.2% | $73,488-79.1% |
| Participation rate | 16.1% | 40.8%-24.8pp | 54.2%-38.1pp | 70.7%-54.6pp |
| Annual return | 14.09% | 19.26%-5.2pp | 54.79%-40.7pp | 28.51%-14.4pp |
| Employer contribution / active EE | $378 | $557-32.1% | $986-61.6% | $2,270-83.3% |
| Participant deferral / active EE | $663 | $1,198-44.6% | $1,861-64.4% | $3,740-82.3% |
| Admin fee / account holder | $151 | $466-67.6% | $2,858-94.7% | $513-70.6% |