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 |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $23,507 | $22,291+5.5% | $69,182-66.0% | $63,975-63.3% |
| Participation rate | 5.2% | 35.3%-30.1pp | 55.1%-49.9pp | 71.1%-65.9pp |
| Annual return | 5.36% | 9.30%-3.9pp | -21.93%+27.3pp | 48.65%-43.3pp |
| Employer contribution / active EE | $78 | $325-76.1% | $1,206-93.6% | $2,182-96.4% |
| Participant deferral / active EE | $241 | $808-70.2% | $1,897-87.3% | $3,356-92.8% |
| Admin fee / account holder | $92 | $73+26.0% | $2,697-96.6% | $70+30.7% |