Filed February 21, 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 |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $4,720 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,211 | $29,548+32.7% | $56,411-30.5% | $77,643-49.5% |
| Participation rate | 11.4% | 32.7%-21.3pp | 52.5%-41.1pp | 70.6%-59.2pp |
| Annual return | 21.27% | 19.01%+2.3pp | 1701.33%-1680.1pp | 31.24%-10.0pp |
| Employer contribution / active EE | $408 | $568-28.2% | $1,039-60.7% | $2,726-85.0% |
| Participant deferral / active EE | $684 | $1,061-35.6% | $1,952-65.0% | $4,647-85.3% |
| Admin fee / account holder | $22 | $1,046-97.9% | $2,829-99.2% | $430-94.9% |