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 | $30,502 |
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 | $24,785 | $52,953-53.2% | $172,739-85.7% | $65,185-62.0% |
| Participation rate | 70.4% | 66.2%+4.2pp | 82.6%-12.2pp | 70.2%+0.2pp |
| Annual return | 2.05% | 30.12%-28.1pp | 802.84%-800.8pp | 29.38%-27.3pp |
| Employer contribution / active EE | $2,304 | $2,190+5.2% | $5,143-55.2% | $2,177+5.8% |
| Participant deferral / active EE | $0 | $2,471-100.0% | $5,198-100.0% | $3,514-100.0% |
| Admin fee / account holder | $94 | $472-80.2% | $13,954-99.3% | $847-89.0% |