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 | $67,370 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $48,772 | $40,174+21.4% | $84,015-41.9% | $67,579-27.8% |
| Participation rate | 45.7% | 62.7%-17.0pp | 69.0%-23.3pp | 71.3%-25.6pp |
| Annual return | 23.66% | 25.82%-2.2pp | 71.31%-47.6pp | 378.56%-354.9pp |
| Employer contribution / active EE | $614 | $808-24.0% | $1,983-69.0% | $2,148-71.4% |
| Participant deferral / active EE | $1,701 | $2,301-26.1% | $3,239-47.5% | $3,539-51.9% |
| Admin fee / account holder | $227 | $128+76.8% | $6,101-96.3% | $142+59.4% |