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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 39-0989871 | Recordkeeping | $6,948 |
Service code 15 · EIN 62-1874769 | Recordkeeping | $1,525 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $51,837 | $31,679+63.6% | $74,701-30.6% | $65,185-20.5% |
| Participation rate | 12.5% | 40.4%-27.9pp | 54.5%-42.0pp | 70.2%-57.7pp |
| Annual return | 16.85% | 39.04%-22.2pp | 752.92%-736.1pp | 29.38%-12.5pp |
| Employer contribution / active EE | $301 | $566-46.8% | $1,084-72.2% | $2,177-86.2% |
| Participant deferral / active EE | $578 | $1,191-51.5% | $1,964-70.6% | $3,514-83.6% |
| Admin fee / account holder | $403 | $379+6.5% | $3,333-87.9% | $847-52.4% |