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 | $21,095 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $9,581 |
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 | $54,773 | $41,467+32.1% | $67,313-18.6% | $55,725-1.7% |
| Participation rate | 82.9% | 62.5%+20.4pp | 69.1%+13.8pp | 70.9%+12.1pp |
| Annual return | -4.03% | 0.82%-4.8pp | -4.08%+0.1pp | 244.93%-249.0pp |
| Employer contribution / active EE | $5,244 | $1,316+298.4% | $2,566+104.4% | $2,078+152.4% |
| Participant deferral / active EE | $3,030 | $2,399+26.3% | $3,568-15.1% | $3,356-9.7% |
| Admin fee / account holder | $40 | $102-60.5% | $4,507-99.1% | $115-65.0% |