Filed January 2, 2013
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $96,203 |
Service code 15 · EIN 62-1874769 | Recordkeeping | $65,292 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,451 | $50,127-67.2% | $149,673-89.0% | $80,160-79.5% |
| Participation rate | 22.7% | 64.3%-41.6pp | 78.8%-56.1pp | 72.9%-50.2pp |
| Annual return | 20.98% | 29.82%-8.8pp | 134.42%-113.4pp | 40.38%-19.4pp |
| Employer contribution / active EE | $119 | $1,865-93.6% | $4,818-97.5% | $2,978-96.0% |
| Participant deferral / active EE | $916 | $3,194-71.3% | $5,680-83.9% | $5,017-81.7% |
| Admin fee / account holder | $172 | $153+12.5% | $13,210-98.7% | $145+18.5% |