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 | $16,840 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $27,738 | $62,672-55.7% | $185,117-85.0% | $70,131-60.4% |
| Participation rate | 80.0% | 63.8%+16.2pp | 77.3%+2.7pp | 69.5%+10.5pp |
| Annual return | 16.05% | 40.79%-24.7pp | 40.50%-24.5pp | 73.14%-57.1pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,798 | $3,272-45.0% | $5,045-64.4% | $3,332-46.0% |
| Admin fee / account holder | $144 | $3,932-96.3% | $8,159-98.2% | $4,645-96.9% |