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 39-0989871 | Recordkeeping | $4,061 |
Service code 15 · EIN 62-1874769 | Recordkeeping | $2,918 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,104 | $26,549-16.7% | $61,373-64.0% | $66,914-67.0% |
| Participation rate | 8.5% | 38.1%-29.6pp | 52.6%-44.1pp | 69.8%-61.3pp |
| Annual return | -16.61% | -16.21%-0.4pp | 338.61%-355.2pp | 1.58%-18.2pp |
| Employer contribution / active EE | $161 | $651-75.2% | $1,159-86.1% | $2,544-93.7% |
| Participant deferral / active EE | $237 | $1,338-82.3% | $2,125-88.8% | $4,237-94.4% |
| Admin fee / account holder | $258 | $409-36.7% | $2,130-87.9% | $593-56.4% |