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 INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $10,108 |
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 | $73,347 | $63,299+15.9% | $91,001-19.4% | $62,292+17.7% |
| Participation rate | 73.7% | 73.3%+0.4pp | 75.6%-1.9pp | 69.5%+4.2pp |
| Annual return | 17.42% | 20.99%-3.6pp | 4.60%+12.8pp | 28.90%-11.5pp |
| Employer contribution / active EE | $1,233 | $1,807-31.7% | $2,456-49.8% | $2,042-39.6% |
| Participant deferral / active EE | $3,144 | $2,943+6.8% | $3,547-11.4% | $3,169-0.8% |
| Admin fee / account holder | $89 | $468-81.0% | $5,417-98.4% | $479-81.5% |