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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.
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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 15 · EIN 20-5923747 | Recordkeeping | $19,633 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $15,750 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $12,160 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,593 | $72,254-81.2% | $86,677-84.3% | $64,808-79.0% |
| Participation rate | 61.1% | 80.4%-19.3pp | 76.6%-15.5pp | 71.5%-10.4pp |
| Annual return | -9.81% | 392.42%-402.2pp | 35.91%-45.7pp | 32.82%-42.6pp |
| Employer contribution / active EE | $872 | $2,393-63.6% | $2,836-69.3% | $2,506-65.2% |
| Participant deferral / active EE | $2,164 | $4,658-53.5% | $4,656-53.5% | $4,310-49.8% |
| Admin fee / account holder | $65 | $174-62.7% | $7,493-99.1% | $188-65.5% |