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 7-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 |
|---|---|---|
Service code 27 · EIN 59-1531281 | Advisory (Plan) | $30,379 |
Service code 15 · EIN 42-1484983 | Recordkeeping | $23,729 |
Filed as: TRANSAMERICA FINANCIAL LIFE Service code 15 · EIN 36-6071399 | Recordkeeping | $11,294 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,865 | $98,727-55.6% | $113,168-61.2% | $85,563-48.7% |
| Participation rate | 46.1% | 80.8%-34.7pp | 76.6%-30.5pp | 66.0%-19.9pp |
| Annual return | 16.01% | 17.43%-1.4pp | 24.27%-8.3pp | 31.51%-15.5pp |
| Employer contribution / active EE | $1,029 | $2,907-64.6% | $2,975-65.4% | $2,654-61.2% |
| Participant deferral / active EE | $2,959 | $5,424-45.4% | $5,107-42.0% | $4,375-32.4% |
| Admin fee / account holder | $355 | $357-0.3% | $12,068-97.1% | $834-57.4% |