Filed March 17, 2016 (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.
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 | $35,538 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,664 | $69,159-78.8% | $125,175-88.3% | $67,579-78.3% |
| Participation rate | 75.0% | 78.2%-3.2pp | 79.8%-4.8pp | 71.3%+3.7pp |
| Annual return | 20.35% | 27.12%-6.8pp | 43.79%-23.4pp | 378.56%-358.2pp |
| Employer contribution / active EE | $486 | $2,023-76.0% | $3,865-87.4% | $2,148-77.4% |
| Participant deferral / active EE | $2,000 | $3,700-46.0% | $4,937-59.5% | $3,539-43.5% |
| Admin fee / account holder | $74 | $142-47.6% | $9,702-99.2% | $142-47.7% |