Filed August 4, 2006
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 RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $34,999 |
Service code 27 · EIN 59-3331424 | Advisory (Plan) | $16,225 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $340 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,000 | $43,411-51.6% | $94,993-77.9% | $69,631-69.8% |
| Participation rate | 61.1% | 64.4%-3.3pp | 73.9%-12.8pp | 70.7%-9.6pp |
| Annual return | 14.18% | 22.54%-8.4pp | 27.12%-12.9pp | 27571.02%-27556.8pp |
| Employer contribution / active EE | $670 | $1,202-44.3% | $2,603-74.3% | $2,032-67.0% |
| Participant deferral / active EE | $1,276 | $2,384-46.5% | $3,317-61.5% | $3,224-60.4% |
| Admin fee / account holder | $87 | $87-0.7% | $4,960-98.3% | $110-21.5% |