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 | $58,133 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 27 · EIN 13-2808480 | Advisory (Plan) | $43,909 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,281 | $77,314+93.1% | $177,989-16.1% | $80,856+84.6% |
| Participation rate | 93.8% | 65.7%+28.1pp | 77.1%+16.7pp | 67.6%+26.2pp |
| Annual return | 16.95% | 18.09%-1.1pp | 294.48%-277.5pp | 35.59%-18.6pp |
| Employer contribution / active EE | $5,297 | $2,292+131.1% | $3,949+34.2% | $2,755+92.3% |
| Participant deferral / active EE | $12,739 | $4,411+188.8% | $6,276+103.0% | $4,296+196.5% |
| Admin fee / account holder | $773 | $7,191-89.2% | $10,363-92.5% | $6,918-88.8% |