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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.
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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 39-0989781 | Recordkeeping | $51,477 |
Service code 10 · EIN 58-1137570 | Accounting | $16,250 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,572 | $34,677+14.1% | $77,024-48.6% | $64,808-38.9% |
| Participation rate | 34.5% | 49.8%-15.3pp | 67.9%-33.4pp | 71.5%-37.0pp |
| Annual return | -25.51% | -5.33%-20.2pp | 42.32%-67.8pp | 32.82%-58.3pp |
| Employer contribution / active EE | $498 | $1,370-63.6% | $2,812-82.3% | $2,506-80.1% |
| Participant deferral / active EE | $2,076 | $2,556-18.8% | $4,426-53.1% | $4,310-51.8% |
| Admin fee / account holder | $480 | $179+169.0% | $5,425-91.1% | $188+155.8% |