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 5-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 | $3,356 |
LPL FINANCIAL1+ years Service code 22 · EIN 95-2834236 | Insurance Broker | $672 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,220 | $100,801-77.0% | $149,696-84.5% | $73,409-68.4% |
| Participation rate | 91.0% | 77.7%+13.3pp | 82.5%+8.5pp | 72.2%+18.8pp |
| Annual return | 47.03% | 265.34%-218.3pp | 276.60%-229.6pp | 59.29%-12.3pp |
| Employer contribution / active EE | $1,115 | $3,312-66.3% | $4,644-76.0% | $2,234-50.1% |
| Participant deferral / active EE | $4,157 | $6,404-35.1% | $6,842-39.2% | $3,805+9.2% |
| Admin fee / account holder | $4 | $181-97.7% | $9,309-100.0% | $158-97.4% |