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 | $15,810 |
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 | $29,456 | $73,102-59.7% | $123,544-76.2% | $56,287-47.7% |
| Participation rate | 92.9% | 74.3%+18.5pp | 82.3%+10.6pp | 69.9%+23.0pp |
| Annual return | -4.96% | 3.01%-8.0pp | 119.20%-124.2pp | -9.96%+5.0pp |
| Employer contribution / active EE | $757 | $2,977-74.6% | $4,628-83.6% | $2,111-64.1% |
| Participant deferral / active EE | $3,076 | $5,423-43.3% | $6,426-52.1% | $3,350-8.2% |
| Admin fee / account holder | $75 | $554-86.5% | $9,284-99.2% | $521-85.6% |