Filed December 19, 2017
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 10-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 | $18,455 |
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 | $73,223 | $65,365+12.0% | $92,893-21.2% | $72,985+0.3% |
| Participation rate | 98.0% | 68.3%+29.6pp | 76.0%+22.0pp | 69.5%+28.5pp |
| Annual return | 19.40% | 42.10%-22.7pp | 109.41%-90.0pp | 81.00%-61.6pp |
| Employer contribution / active EE | $1,689 | $2,594-34.9% | $3,653-53.8% | $2,440-30.8% |
| Participant deferral / active EE | $2,488 | $3,128-20.5% | $4,236-41.3% | $3,607-31.0% |
| Admin fee / account holder | $145 | $4,251-96.6% | $5,794-97.5% | $5,124-97.2% |