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 | $580 |
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 | $45,966 | $58,879-21.9% | $178,490-74.2% | $73,488-37.5% |
| Participation rate | 44.5% | 66.2%-21.7pp | 81.9%-37.4pp | 70.7%-26.2pp |
| Annual return | 14.95% | 24.86%-9.9pp | 151.07%-136.1pp | 28.51%-13.6pp |
| Employer contribution / active EE | $1,479 | $2,236-33.9% | $5,011-70.5% | $2,270-34.9% |
| Participant deferral / active EE | $2,887 | $2,567+12.5% | $5,202-44.5% | $3,740-22.8% |
| Admin fee / account holder | $5 | $400-98.8% | $13,984-100.0% | $513-99.1% |