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 | $21,583 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $15,281 | $23,119-33.9% | $71,086-78.5% | $75,289-79.7% |
| Participation rate | 48.8% | 36.3%+12.5pp | 54.7%-5.8pp | 72.4%-23.6pp |
| Annual return | -4.64% | -3.32%-1.3pp | 650.59%-655.2pp | -0.04%-4.6pp |
| Employer contribution / active EE | $41 | $399-89.8% | $1,088-96.2% | $2,405-98.3% |
| Participant deferral / active EE | $644 | $960-33.0% | $1,874-65.7% | $3,739-82.8% |
| Admin fee / account holder | $41 | $89-54.3% | $3,082-98.7% | $102-60.0% |