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 | $6,282 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $41,795 | $46,732-10.6% | $156,549-73.3% | $55,167-24.2% |
| Participation rate | 60.0% | 65.8%-5.8pp | 84.0%-24.0pp | 69.0%-9.0pp |
| Annual return | 8.48% | 17.72%-9.2pp | 32.23%-23.8pp | 169.23%-160.8pp |
| Employer contribution / active EE | $1,304 | $2,105-38.1% | $5,501-76.3% | $1,963-33.6% |
| Participant deferral / active EE | $2,188 | $2,204-0.7% | $4,871-55.1% | $3,054-28.4% |
| Admin fee / account holder | $87 | $418-79.3% | $13,027-99.3% | $504-82.8% |