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 | $48,705 |
Service code 10 · EIN 58-1137570 | Accounting | $32,500 |
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.)
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 | $39,849 | $40,522-1.7% | $84,611-52.9% | $67,579-41.0% |
| Participation rate | 23.3% | 51.1%-27.9pp | 68.2%-45.0pp | 71.3%-48.0pp |
| Annual return | 19.76% | 32.72%-13.0pp | 258.74%-239.0pp | 378.56%-358.8pp |
| Employer contribution / active EE | $194 | $1,146-83.1% | $2,652-92.7% | $2,148-91.0% |
| Participant deferral / active EE | $875 | $2,132-58.9% | $3,899-77.5% | $3,539-75.3% |
| Admin fee / account holder | $620 | $145+326.6% | $4,912-87.4% | $142+335.7% |