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 | $270 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $26,913 | $43,999-38.8% | $79,464-66.1% | $55,725-51.7% |
| Participation rate | 30.8% | 66.9%-36.1pp | 73.3%-42.5pp | 70.9%-40.0pp |
| Annual return | -4.99% | 1.81%-6.8pp | 718.14%-723.1pp | 244.93%-249.9pp |
| Employer contribution / active EE | $1,051 | $1,830-42.5% | $2,800-62.5% | $2,078-49.4% |
| Participant deferral / active EE | $2,058 | $2,538-18.9% | $3,704-44.4% | $3,356-38.7% |
| Admin fee / account holder | $1 | $118-99.2% | $5,113-100.0% | $115-99.2% |