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 | $3,411 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $32,652 | $73,404-55.5% | $87,100-62.5% | $67,579-51.7% |
| Participation rate | 60.7% | 80.9%-20.2pp | 76.9%-16.2pp | 71.3%-10.6pp |
| Annual return | 24.78% | 48.29%-23.5pp | 28.19%-3.4pp | 378.56%-353.8pp |
| Employer contribution / active EE | $10 | $2,014-99.5% | $2,521-99.6% | $2,148-99.6% |
| Participant deferral / active EE | $2,670 | $3,913-31.8% | $4,049-34.0% | $3,539-24.6% |
| Admin fee / account holder | $23 | $142-83.5% | $7,497-99.7% | $142-83.6% |