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 |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $42,799 |
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 | $25,970 | $50,815-48.9% | $155,509-83.3% | $77,643-66.6% |
| Participation rate | 20.0% | 63.1%-43.1pp | 78.2%-58.1pp | 70.6%-50.5pp |
| Annual return | 13.71% | 34.80%-21.1pp | 64.67%-51.0pp | 31.24%-17.5pp |
| Employer contribution / active EE | $473 | $1,993-76.2% | $4,672-89.9% | $2,726-82.6% |
| Participant deferral / active EE | $976 | $2,822-65.4% | $5,626-82.6% | $4,647-79.0% |
| Admin fee / account holder | $197 | $437-54.8% | $15,912-98.8% | $430-54.2% |