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 | $8,129 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $21,113 | $61,156-65.5% | $185,823-88.6% | $79,386-73.4% |
| Participation rate | 31.7% | 66.6%-34.9pp | 81.7%-50.0pp | 70.7%-39.0pp |
| Annual return | 17.61% | 19.45%-1.8pp | 122.05%-104.4pp | 116.85%-99.2pp |
| Employer contribution / active EE | $779 | $2,321-66.4% | $5,167-84.9% | $2,427-67.9% |
| Participant deferral / active EE | $2,012 | $2,789-27.8% | $5,568-63.9% | $4,046-50.3% |
| Admin fee / account holder | $116 | $710-83.6% | $16,237-99.3% | $626-81.5% |