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 | $13,733 |
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 | $33,658 | $76,367-55.9% | $93,606-64.0% | $72,985-53.9% |
| Participation rate | 68.5% | 71.7%-3.3pp | 75.8%-7.3pp | 69.5%-1.0pp |
| Annual return | 20.82% | 25.82%-5.0pp | 32.76%-11.9pp | 81.00%-60.2pp |
| Employer contribution / active EE | $647 | $2,275-71.6% | $2,718-76.2% | $2,440-73.5% |
| Participant deferral / active EE | $1,988 | $3,538-43.8% | $4,069-51.1% | $3,607-44.9% |
| Admin fee / account holder | $167 | $6,838-97.6% | $7,888-97.9% | $5,124-96.7% |