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 FINANCIAL LIFE INS. CO Service code 15 · EIN 36-6071399 | Recordkeeping | $103,122 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 16 · EIN 13-2808480 | Consulting | $33,925 |
Service code 17 · EIN 83-3880266 | Pension Consulting | $8,309 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,146 | $46,219-21.8% | $89,391-59.6% | $90,288-60.0% |
| Participation rate | 42.7% | 44.9%-2.2pp | 68.0%-25.3pp | 73.4%-30.7pp |
| Annual return | 19.05% | 25.71%-6.7pp | 245.62%-226.6pp | 53.97%-34.9pp |
| Employer contribution / active EE | $558 | $953-41.4% | $2,586-78.4% | $2,524-77.9% |
| Participant deferral / active EE | $1,987 | $2,136-7.0% | $3,890-48.9% | $4,232-53.1% |
| Admin fee / account holder | $183 | $147+24.8% | $4,881-96.2% | $114+60.7% |