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 |
|---|---|---|
Service code 15 · EIN 42-1484983 | Recordkeeping | $9,375 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $4,548 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,743 | $49,915-78.5% | $154,803-93.1% | $74,304-85.5% |
| Participation rate | 76.4% | 54.0%+22.4pp | 78.1%-1.7pp | 60.3%+16.0pp |
| Annual return | 15.12% | 34.06%-18.9pp | 58.88%-43.8pp | 29.43%-14.3pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,028 | $2,255-54.4% | $5,540-81.4% | $3,767-72.7% |
| Admin fee / account holder | $91 | $2,189-95.8% | $14,329-99.4% | $2,969-96.9% |