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 | $16,444 |
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 | $73,539 | $69,362+6.0% | $101,248-27.4% | $73,488+0.1% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 15.89% | 18.46%-2.6pp | 46.47%-30.6pp | 28.51%-12.6pp |
| Employer contribution / active EE | $1,837 | $2,628-30.1% | $3,660-49.8% | $2,270-19.1% |
| Participant deferral / active EE | $2,644 | $3,300-19.9% | $4,370-39.5% | $3,740-29.3% |
| Admin fee / account holder | $108 | $704-84.6% | $5,945-98.2% | $513-78.9% |