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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 Service code 15 · EIN 39-0989781 | Recordkeeping | $11,681 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,696 | $50,464-61.0% | $75,781-74.0% | $52,331-62.4% |
| Participation rate | 43.8% | 66.8%-23.0pp | 75.8%-32.0pp | 68.1%-24.3pp |
| Annual return | -1.54% | 1.03%-2.6pp | 9.68%-11.2pp | 4.54%-6.1pp |
| Employer contribution / active EE | $511 | $1,988-74.3% | $3,323-84.6% | $1,882-72.8% |
| Participant deferral / active EE | $1,253 | $2,570-51.2% | $3,651-65.7% | $3,022-58.5% |
| Admin fee / account holder | $126 | $1,103-88.6% | $5,299-97.6% | $592-78.8% |