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 FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $43,538 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,124 | $45,031-90.8% | $84,966-95.1% | $77,643-94.7% |
| Participation rate | 58.9% | 48.7%+10.2pp | 67.5%-8.6pp | 70.6%-11.7pp |
| Annual return | 12.75% | 79.22%-66.5pp | 66.38%-53.6pp | 31.24%-18.5pp |
| Employer contribution / active EE | $0 | $1,609-100.0% | $2,727-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $2,354 | $2,807-16.1% | $4,519-47.9% | $4,647-49.3% |
| Admin fee / account holder | $31 | $912-96.6% | $6,149-99.5% | $430-92.7% |