See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $12,851 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $25,726 | $39,859-35.5% | $78,689-67.3% | $57,658-55.4% |
| Participation rate | 83.1% | 66.1%+17.0pp | 73.6%+9.5pp | 70.2%+12.8pp |
| Annual return | 112.75% | 18.96%+93.8pp | 62.18%+50.6pp | 5.13%+107.6pp |
| Employer contribution / active EE | $991 | $1,786-44.5% | $2,851-65.2% | $1,974-49.8% |
| Participant deferral / active EE | $1,800 | $2,248-19.9% | $3,517-48.8% | $3,061-41.2% |
| Admin fee / account holder | $48 | $76-37.1% | $4,510-98.9% | $95-49.3% |