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 | $42,815 |
PRIME BENEFITS, INC.4 years Service code 15 · EIN 52-2204662 | Recordkeeping | $35,973 |
WCS1 year Service code 10 · EIN 81-4643077 | Accounting | $13,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,192 | $40,385-52.5% | $80,569-76.2% | $74,419-74.2% |
| Participation rate | 87.9% | 47.4%+40.5pp | 67.0%+20.9pp | 70.7%+17.1pp |
| Annual return | 17.44% | 164.85%-147.4pp | 935.43%-918.0pp | 34.38%-16.9pp |
| Employer contribution / active EE | $170 | $1,496-88.7% | $2,723-93.8% | $2,637-93.6% |
| Participant deferral / active EE | $1,754 | $2,674-34.4% | $4,447-60.6% | $4,528-61.3% |
| Admin fee / account holder | $179 | $720-75.1% | $5,377-96.7% | $348-48.5% |