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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.
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 |
|---|---|---|
Service code 10 · EIN 68-0307221 | Accounting | $7,000 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $2,604 |
Annual investment return is in the bottom quintile of the peer cohort.
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).
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 | $27,901 | $72,254-61.4% | $86,677-67.8% | $64,808-56.9% |
| Participation rate | 71.8% | 80.4%-8.6pp | 76.6%-4.8pp | 71.5%+0.3pp |
| Annual return | -20.07% | 392.42%-412.5pp | 35.91%-56.0pp | 32.82%-52.9pp |
| Employer contribution / active EE | $0 | $2,393-100.0% | $2,836-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $2,948 | $4,658-36.7% | $4,656-36.7% | $4,310-31.6% |
| Admin fee / account holder | $39 | $174-77.4% | $7,493-99.5% | $188-79.1% |