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 9-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 | $14,136 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,261 | $88,581-78.3% | $145,661-86.8% | $74,304-74.1% |
| Participation rate | 37.7% | 64.9%-27.2pp | 77.2%-39.5pp | 60.3%-22.6pp |
| Annual return | 15.79% | 34.30%-18.5pp | 101.46%-85.7pp | 29.43%-13.6pp |
| Employer contribution / active EE | $1,289 | $2,612-50.7% | $4,238-69.6% | $2,241-42.5% |
| Participant deferral / active EE | $2,277 | $4,151-45.1% | $7,198-68.4% | $3,767-39.6% |
| Admin fee / account holder | $77 | $2,953-97.4% | $12,466-99.4% | $2,969-97.4% |