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 | $26,983 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $34,712 | $89,355-61.2% | $141,162-75.4% | $72,985-52.4% |
| Participation rate | 52.2% | 75.1%-22.9pp | 82.5%-30.3pp | 69.5%-17.3pp |
| Annual return | 21.09% | 111.85%-90.8pp | 71.39%-50.3pp | 81.00%-59.9pp |
| Employer contribution / active EE | $2,197 | $3,114-29.5% | $4,735-53.6% | $2,440-10.0% |
| Participant deferral / active EE | $2,638 | $5,418-51.3% | $6,709-60.7% | $3,607-26.9% |
| Admin fee / account holder | $216 | $5,958-96.4% | $10,261-97.9% | $5,124-95.8% |