See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $6,201 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $39,886 | $109,359-63.5% | $162,163-75.4% | $72,985-45.4% |
| Participation rate | 83.1% | 84.3%-1.2pp | 87.6%-4.5pp | 69.5%+13.6pp |
| Annual return | 18.54% | 25.46%-6.9pp | 115.59%-97.0pp | 81.00%-62.5pp |
| Employer contribution / active EE | $1,872 | $3,907-52.1% | $5,614-66.7% | $2,440-23.3% |
| Participant deferral / active EE | $3,397 | $5,481-38.0% | $7,298-53.4% | $3,607-5.8% |
| Admin fee / account holder | $70 | $7,972-99.1% | $10,843-99.4% | $5,124-98.6% |