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 | $21,344 |
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 | $58,072 | $76,670-24.3% | $96,683-39.9% | $71,457-18.7% |
| Participation rate | 96.8% | 66.6%+30.2pp | 74.3%+22.5pp | 67.9%+28.9pp |
| Annual return | 12.13% | 48.29%-36.2pp | 35.69%-23.6pp | 28.85%-16.7pp |
| Employer contribution / active EE | $2,066 | $3,031-31.9% | $3,737-44.7% | $2,588-20.2% |
| Participant deferral / active EE | $2,685 | $3,771-28.8% | $4,878-45.0% | $4,289-37.4% |
| Admin fee / account holder | $96 | $2,028-95.3% | $6,730-98.6% | $1,587-93.9% |