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 | $5,065 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,862 | $136,307-35.5% | $177,821-50.6% | $73,488+19.6% |
| Participation rate | 78.7% | 86.1%-7.4pp | 87.7%-9.0pp | 70.7%+8.0pp |
| Annual return | 21.65% | 18.68%+3.0pp | 48.32%-26.7pp | 28.51%-6.9pp |
| Employer contribution / active EE | $3,004 | $3,712-19.1% | $5,918-49.2% | $2,270+32.3% |
| Participant deferral / active EE | $3,806 | $5,829-34.7% | $7,714-50.7% | $3,740+1.8% |
| Admin fee / account holder | $17 | $596-97.2% | $12,427-99.9% | $513-96.7% |