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 51 · EIN 39-0989781 | Investment Mgmt Fees | $19,066 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,108 | $58,083-60.2% | $80,019-71.1% | $56,287-58.9% |
| Participation rate | 68.1% | 73.6%-5.5pp | 75.8%-7.7pp | 69.9%-1.7pp |
| Annual return | 7.52% | 34.61%-27.1pp | 11.22%-3.7pp | -9.96%+17.5pp |
| Employer contribution / active EE | $618 | $1,932-68.0% | $2,468-74.9% | $2,111-70.7% |
| Participant deferral / active EE | $1,592 | $3,135-49.2% | $3,686-56.8% | $3,350-52.5% |
| Admin fee / account holder | $138 | $623-77.8% | $6,521-97.9% | $521-73.5% |