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 | $24,183 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $47,444 | $58,927-19.5% | $76,817-38.2% | $72,985-35.0% |
| Participation rate | 100.0% | 67.3%+32.7pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 1.96% | 2305.64%-2303.7pp | 1166.11%-1164.1pp | 81.00%-79.0pp |
| Employer contribution / active EE | $3,841 | $1,787+115.0% | $2,302+66.9% | $2,440+57.4% |
| Participant deferral / active EE | $2,164 | $2,690-19.5% | $3,336-35.1% | $3,607-40.0% |
| Admin fee / account holder | $141 | $4,013-96.5% | $6,420-97.8% | $5,124-97.2% |