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 | $14,201 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $34,243 | $80,753-57.6% | $136,294-74.9% | $62,292-45.0% |
| Participation rate | 87.6% | 73.5%+14.1pp | 81.9%+5.7pp | 69.5%+18.1pp |
| Annual return | 15.25% | 35.83%-20.6pp | 5155.94%-5140.7pp | 28.90%-13.6pp |
| Employer contribution / active EE | $686 | $2,884-76.2% | $4,695-85.4% | $2,042-66.4% |
| Participant deferral / active EE | $2,744 | $5,164-46.9% | $6,247-56.1% | $3,169-13.4% |
| Admin fee / account holder | $82 | $525-84.5% | $9,243-99.1% | $479-83.0% |