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 INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $16,702 |
MCGREGOR & ASSOCIATES, INC.3+ years Filed as: MCGREGOR & ASSOCIATES Service code 15 · EIN 61-1211399 | Recordkeeping | $4,280 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $14,186 | $46,173-69.3% | $170,442-91.7% | $69,631-79.6% |
| Participation rate | 87.3% | 63.9%+23.4pp | 83.6%+3.7pp | 70.7%+16.7pp |
| Annual return | 13.46% | 21.62%-8.2pp | 205.93%-192.5pp | 27571.02%-27557.6pp |
| Employer contribution / active EE | $668 | $1,610-58.5% | $5,433-87.7% | $2,032-67.1% |
| Participant deferral / active EE | $1,465 | $2,080-29.6% | $4,939-70.3% | $3,224-54.5% |
| Admin fee / account holder | $70 | $116-39.4% | $13,880-99.5% | $110-36.4% |