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 1150 SOUTH OLIVE STREET · LOS ANGELES, CA 900152211 | Recordkeeping | $104,614 |
ALL VALLEY ADMINISTRATORS, LLC1+ years Filed as: ALL VALLEY ADMINISTATORS, LLC Service code 15 · EIN 77-0536417 7525 N. CEDAR AVE, SUITE 109 · FRESNO, CA 93720 | Recordkeeping | $0 |
TRUENORTH, INC.1+ years Service code 22 · EIN 48-1233289 1705 17TH ST, SUITE 100 · DENVER, CO 802021657 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $31,690 | $59,188-46.5% | $40,757-22.2% | $59,188-46.5% |
| Participation rate | 55.3% | 69.4%-14.1pp | 79.3%-23.9pp | 69.4%-14.1pp |
| Annual return | -0.66% | 5.51%-6.2pp | -0.50%-0.2pp | 5.51%-6.2pp |
| Employer contribution / active EE | $649 | $2,098-69.1% | $3,004-78.4% | $2,098-69.1% |
| Participant deferral / active EE | $1,646 | $3,265-49.6% | $3,485-52.8% | $3,265-49.6% |
| Admin fee / account holder | $141 | $92+52.4% | $4,272-96.7% | $92+52.4% |