Filed May 27, 2021
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $14,390 |
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 | $42,758 | $80,753-47.1% | $136,294-68.6% | $62,292-31.4% |
| Participation rate | 72.0% | 73.5%-1.5pp | 81.9%-9.9pp | 69.5%+2.5pp |
| Annual return | 20.60% | 35.83%-15.2pp | 5155.94%-5135.3pp | 28.90%-8.3pp |
| Employer contribution / active EE | $1,134 | $2,884-60.7% | $4,695-75.9% | $2,042-44.5% |
| Participant deferral / active EE | $2,935 | $5,164-43.2% | $6,247-53.0% | $3,169-7.4% |
| Admin fee / account holder | $87 | $525-83.4% | $9,243-99.1% | $479-81.8% |