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 | $29,647 |
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 | $14,585 | $22,715-35.8% | $73,545-80.2% | - |
| Participation rate | 0.0% | 40.6%-40.6pp | 54.9%-54.9pp | - |
| Annual return | 10.16% | -6.79%+16.9pp | -15.16%+25.3pp | - |
| Employer contribution / active EE | $0 | $343-100.0% | $1,219-100.0% | - |
| Participant deferral / active EE | $0 | $761-100.0% | $1,806-100.0% | - |
| Admin fee / account holder | $44 | $1,186-96.3% | $2,320-98.1% | - |