Filed January 22, 1
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 | $7,440 |
Service code 13 804 WAYNE AVENUE · CHAMBERSBURG, PA 17201 | Contract Administrator | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $166,002 | $63,924+159.7% | $108,579+52.9% | $55,167+200.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 79.6%+20.4pp | 69.0%+31.0pp |
| Annual return | 9.03% | 15.31%-6.3pp | -51.70%+60.7pp | 169.23%-160.2pp |
| Employer contribution / active EE | $2,640 | $1,879+40.5% | $3,758-29.7% | $1,963+34.5% |
| Participant deferral / active EE | $4,736 | $3,067+54.4% | $4,311+9.9% | $3,054+55.1% |
| Admin fee / account holder | $40 | $618-93.5% | $7,645-99.5% | $504-92.0% |