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 | $5,515 |
Filed as: MERRILL LYNCH Service code 22 · EIN 13-2808480 | Insurance Broker | $2,434 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $60,343 | $49,138+22.8% | $84,015-28.2% | $65,185-7.4% |
| Participation rate | 59.1% | 60.7%-1.7pp | 69.0%-9.9pp | 70.2%-11.1pp |
| Annual return | 20.26% | 23.00%-2.7pp | 71.31%-51.1pp | 29.38%-9.1pp |
| Employer contribution / active EE | $501 | $914-45.1% | $1,983-74.7% | $2,177-77.0% |
| Participant deferral / active EE | $2,972 | $2,397+24.0% | $3,239-8.2% | $3,514-15.4% |
| Admin fee / account holder | $32 | $543-94.1% | $6,101-99.5% | $847-96.2% |