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 | $15,823 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,439 | $69,010-66.0% | $159,960-85.3% | $68,494-65.8% |
| Participation rate | 95.7% | 65.4%+30.2pp | 78.0%+17.7pp | 67.9%+27.8pp |
| Annual return | -15.92% | -9.65%-6.3pp | 408.60%-424.5pp | -7.84%-8.1pp |
| Employer contribution / active EE | $2,203 | $2,213-0.5% | $4,226-47.9% | $2,596-15.2% |
| Participant deferral / active EE | $2,735 | $4,212-35.1% | $6,182-55.8% | $4,027-32.1% |
| Admin fee / account holder | $115 | $4,798-97.6% | $8,698-98.7% | $5,403-97.9% |