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 | $8,140 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $58,064 | $81,537-28.8% | $149,718-61.2% | $69,631-16.6% |
| Participation rate | 74.6% | 86.1%-11.6pp | 87.1%-12.5pp | 70.7%+3.9pp |
| Annual return | 18.73% | 22.79%-4.1pp | 1501.63%-1482.9pp | 27571.02%-27552.3pp |
| Employer contribution / active EE | $2,067 | $3,239-36.2% | $5,445-62.0% | $2,032+1.7% |
| Participant deferral / active EE | $2,506 | $4,994-49.8% | $6,569-61.8% | $3,224-22.3% |
| Admin fee / account holder | $26 | $107-75.5% | $11,283-99.8% | $110-76.3% |