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 | $20,853 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $47,906 | $43,133+11.1% | $89,391-46.4% | $73,488-34.8% |
| Participation rate | 41.2% | 55.0%-13.8pp | 68.0%-26.8pp | 70.7%-29.5pp |
| Annual return | 25.21% | 135.66%-110.5pp | 245.62%-220.4pp | 28.51%-3.3pp |
| Employer contribution / active EE | $0 | $1,438-100.0% | $2,586-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $898 | $2,445-63.3% | $3,890-76.9% | $3,740-76.0% |
| Admin fee / account holder | $274 | $444-38.2% | $4,881-94.4% | $513-46.5% |