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 LIFE INS. CO. Service code 15 · EIN 39-0989781 | Recordkeeping | $19,787 |
Service code 15 · EIN 62-1874769 | Recordkeeping | $14,969 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $14,016 | $65,061-78.5% | $143,757-90.3% | $66,914-79.1% |
| Participation rate | 45.7% | 65.2%-19.5pp | 80.3%-34.6pp | 69.8%-24.1pp |
| Annual return | -17.14% | -11.14%-6.0pp | -0.04%-17.1pp | 1.58%-18.7pp |
| Employer contribution / active EE | $755 | $2,361-68.0% | $4,951-84.8% | $2,544-70.3% |
| Participant deferral / active EE | $1,561 | $2,919-46.5% | $5,637-72.3% | $4,237-63.1% |
| Admin fee / account holder | $166 | $502-66.9% | $14,673-98.9% | $593-72.0% |