Filed February 1, 2013 (most recent of 2 filings on file)
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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $715 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $18,284 | $91,190-79.9% | $178,490-89.8% | $79,858-77.1% |
| Participation rate | 62.2% | 69.2%-7.0pp | 81.9%-19.7pp | 69.6%-7.4pp |
| Annual return | 0.43% | 24.19%-23.8pp | 151.07%-150.6pp | 31.71%-31.3pp |
| Employer contribution / active EE | $1,741 | $3,256-46.5% | $5,011-65.3% | $2,471-29.5% |
| Participant deferral / active EE | $3,894 | $3,236+20.3% | $5,202-25.1% | $3,740+4.1% |
| Admin fee / account holder | $14 | $6,751-99.8% | $13,984-99.9% | $5,306-99.7% |