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 | $10,950 |
Participant contribution per participant 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 | $55,280 | $80,005-30.9% | $140,016-60.5% | $55,725-0.8% |
| Participation rate | 70.2% | 87.0%-16.8pp | 87.5%-17.3pp | 70.9%-0.6pp |
| Annual return | -5.56% | 0.46%-6.0pp | 651.12%-656.7pp | 244.93%-250.5pp |
| Employer contribution / active EE | $2,245 | $3,403-34.0% | $5,606-59.9% | $2,078+8.0% |
| Participant deferral / active EE | $2,794 | $5,264-46.9% | $6,927-59.7% | $3,356-16.7% |
| Admin fee / account holder | $35 | $116-70.1% | $10,705-99.7% | $115-70.0% |