See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $21,259 |
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 | $21,991 | $56,972-61.4% | $182,532-88.0% | $65,185-66.3% |
| Participation rate | 94.8% | 66.5%+28.3pp | 78.0%+16.8pp | 70.2%+24.6pp |
| Annual return | 27.28% | 27.67%-0.4pp | 148.54%-121.3pp | 29.38%-2.1pp |
| Employer contribution / active EE | $1,832 | $1,615+13.5% | $4,076-55.1% | $2,177-15.8% |
| Participant deferral / active EE | $4,638 | $3,526+31.5% | $5,524-16.0% | $3,514+32.0% |
| Admin fee / account holder | $154 | $528-70.8% | $8,592-98.2% | $847-81.8% |