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 | $17,144 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,704 | $89,652-59.1% | $141,162-74.0% | $65,185-43.7% |
| Participation rate | 92.0% | 74.7%+17.3pp | 82.5%+9.6pp | 70.2%+21.8pp |
| Annual return | 22.00% | 32.79%-10.8pp | 71.39%-49.4pp | 29.38%-7.4pp |
| Employer contribution / active EE | $649 | $3,065-78.8% | $4,735-86.3% | $2,177-70.2% |
| Participant deferral / active EE | $3,174 | $5,691-44.2% | $6,709-52.7% | $3,514-9.7% |
| Admin fee / account holder | $85 | $569-85.0% | $10,261-99.2% | $847-89.9% |