Filed April 16, 2015
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 | $9,280 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $48,993 | $71,802-31.8% | $133,980-63.4% | $57,658-15.0% |
| Participation rate | 75.2% | 85.5%-10.2pp | 87.1%-11.8pp | 70.2%+5.0pp |
| Annual return | 5.62% | 13.51%-7.9pp | 29.30%-23.7pp | 5.13%+0.5pp |
| Employer contribution / active EE | $2,265 | $3,161-28.4% | $5,211-56.5% | $1,974+14.7% |
| Participant deferral / active EE | $2,792 | $4,606-39.4% | $6,282-55.6% | $3,061-8.8% |
| Admin fee / account holder | $27 | $88-68.7% | $9,324-99.7% | $95-71.0% |