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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 | $21,517 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,151 | $33,745-4.7% | $64,105-49.8% | $55,191-41.7% |
| Participation rate | 71.7% | 59.4%+12.3pp | 68.2%+3.5pp | 69.2%+2.5pp |
| Annual return | -2.08% | 4.95%-7.0pp | 791.24%-793.3pp | 10.78%-12.9pp |
| Employer contribution / active EE | $808 | $641+26.1% | $1,820-55.6% | $1,899-57.5% |
| Participant deferral / active EE | $2,491 | $1,929+29.1% | $2,822-11.7% | $3,046-18.2% |
| Admin fee / account holder | $51 | $94-46.3% | $4,499-98.9% | $91-44.2% |