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 | $51,613 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 27 · EIN 13-2808480 | Advisory (Plan) | $9,599 |
Employer contribution per participant 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,892 | $84,487-55.2% | $125,339-69.8% | $66,914-43.4% |
| Participation rate | 94.7% | 76.4%+18.3pp | 82.4%+12.4pp | 69.8%+24.9pp |
| Annual return | -15.10% | -8.39%-6.7pp | 572.05%-587.2pp | 1.58%-16.7pp |
| Employer contribution / active EE | $783 | $3,553-78.0% | $4,814-83.7% | $2,544-69.2% |
| Participant deferral / active EE | $3,913 | $6,781-42.3% | $7,446-47.4% | $4,237-7.6% |
| Admin fee / account holder | $261 | $685-61.9% | $10,010-97.4% | $593-56.0% |