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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.
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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 | $21,378 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,233 | $61,156-47.3% | $185,823-82.7% | $79,386-59.4% |
| Participation rate | 27.3% | 66.6%-39.3pp | 81.7%-54.4pp | 70.7%-43.4pp |
| Annual return | 8.20% | 19.45%-11.2pp | 122.05%-113.8pp | 116.85%-108.6pp |
| Employer contribution / active EE | $784 | $2,321-66.2% | $5,167-84.8% | $2,427-67.7% |
| Participant deferral / active EE | $943 | $2,789-66.2% | $5,568-83.1% | $4,046-76.7% |
| Admin fee / account holder | $362 | $710-48.9% | $16,237-97.8% | $626-42.2% |