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 INS CO Service code 15 · EIN 36-6071399 440 MAMARONECK AVENUE · HARRISON, NY 10528 | Recordkeeping | $14,281 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $34,434 | $75,183-54.2% | $123,892-72.2% | $55,167-37.6% |
| Participation rate | 85.6% | 72.8%+12.8pp | 81.4%+4.2pp | 69.0%+16.6pp |
| Annual return | 7.33% | 19.01%-11.7pp | 47.52%-40.2pp | 169.23%-161.9pp |
| Employer contribution / active EE | $716 | $2,823-74.6% | $4,617-84.5% | $1,963-63.5% |
| Participant deferral / active EE | $2,631 | $5,084-48.2% | $5,984-56.0% | $3,054-13.8% |
| Admin fee / account holder | $102 | $663-84.6% | $8,357-98.8% | $504-79.8% |