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 4-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 |
|---|---|---|
Service code 15 · EIN 42-1484983 | Recordkeeping | $27,659 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $15,368 |
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 | $2,851 | $29,548-90.4% | $56,411-94.9% | $77,643-96.3% |
| Participation rate | 78.7% | 32.7%+46.0pp | 52.5%+26.2pp | 70.6%+8.1pp |
| Annual return | 11.78% | 19.01%-7.2pp | 1701.33%-1689.6pp | 31.24%-19.5pp |
| Employer contribution / active EE | $512 | $568-9.8% | $1,039-50.7% | $2,726-81.2% |
| Participant deferral / active EE | $1,177 | $1,061+11.0% | $1,952-39.7% | $4,647-74.7% |
| Admin fee / account holder | $61 | $1,046-94.2% | $2,829-97.8% | $430-85.8% |