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 | $19,595 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,784 | $78,672+6.5% | $109,143-23.2% | $85,850-2.4% |
| Participation rate | 95.9% | 68.3%+27.6pp | 75.9%+20.0pp | 69.3%+26.6pp |
| Annual return | 10.20% | 25.09%-14.9pp | 25.75%-15.6pp | 318.53%-308.3pp |
| Employer contribution / active EE | $2,050 | $2,735-25.0% | $3,722-44.9% | $2,565-20.1% |
| Participant deferral / active EE | $2,867 | $3,467-17.3% | $4,653-38.4% | $3,952-27.4% |
| Admin fee / account holder | $136 | $5,469-97.5% | $6,752-98.0% | $6,260-97.8% |