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 | $9,736 |
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 | $70,983 | $98,982-28.3% | $162,163-56.2% | $65,185+8.9% |
| Participation rate | 79.6% | 85.8%-6.2pp | 87.6%-8.0pp | 70.2%+9.4pp |
| Annual return | 23.03% | 24.84%-1.8pp | 115.59%-92.6pp | 29.38%-6.4pp |
| Employer contribution / active EE | $2,880 | $3,467-16.9% | $5,614-48.7% | $2,177+32.3% |
| Participant deferral / active EE | $3,626 | $5,384-32.7% | $7,298-50.3% | $3,514+3.2% |
| Admin fee / account holder | $31 | $596-94.8% | $10,843-99.7% | $847-96.3% |