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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 FINANCIAL LIFE INS. CO Service code 15 · EIN 36-6071399 | Recordkeeping | $51,295 |
Service code 22 · EIN 74-2794194 | Insurance Broker | $1,201 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,403 | $45,031-48.0% | $84,966-72.5% | $77,643-69.9% |
| Participation rate | 27.0% | 48.7%-21.7pp | 67.5%-40.5pp | 70.6%-43.6pp |
| Annual return | 3.94% | 79.22%-75.3pp | 66.38%-62.4pp | 31.24%-27.3pp |
| Employer contribution / active EE | $395 | $1,609-75.5% | $2,727-85.5% | $2,726-85.5% |
| Participant deferral / active EE | $1,318 | $2,807-53.0% | $4,519-70.8% | $4,647-71.6% |
| Admin fee / account holder | $162 | $912-82.2% | $6,149-97.4% | $430-62.3% |