Filed August 15, 1
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 INS. CO Service code 15 · EIN 36-6071399 | Recordkeeping | $8,954 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $19,711 | $46,732-57.8% | $156,549-87.4% | $55,167-64.3% |
| Participation rate | 67.2% | 65.8%+1.4pp | 84.0%-16.9pp | 69.0%-1.8pp |
| Annual return | -0.39% | 17.72%-18.1pp | 32.23%-32.6pp | 169.23%-169.6pp |
| Employer contribution / active EE | $401 | $2,105-81.0% | $5,501-92.7% | $1,963-79.6% |
| Participant deferral / active EE | $1,966 | $2,204-10.8% | $4,871-59.6% | $3,054-35.6% |
| Admin fee / account holder | $33 | $418-92.0% | $13,027-99.7% | $504-93.4% |