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 10-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 |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $8,615 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $37,768 | $57,921-34.8% | $84,750-55.4% | $57,658-34.5% |
| Participation rate | 7.5% | 72.9%-65.4pp | 76.6%-69.1pp | 70.2%-62.7pp |
| Annual return | 7.46% | 10.24%-2.8pp | 22.78%-15.3pp | 5.13%+2.3pp |
| Employer contribution / active EE | $0 | $2,598-100.0% | $3,574-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $127 | $2,742-95.4% | $3,712-96.6% | $3,061-95.9% |
| Admin fee / account holder | $221 | $130+70.4% | $5,332-95.9% | $95+133.8% |