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 | $42,038 |
Service code 27 · EIN 59-3331424 | Advisory (Plan) | $24,398 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $20,406 | $35,366-42.3% | $90,645-77.5% | $75,289-72.9% |
| Participation rate | 33.9% | 57.3%-23.4pp | 74.0%-40.1pp | 72.4%-38.5pp |
| Annual return | -4.64% | -2.19%-2.5pp | 1.88%-6.5pp | -0.04%-4.6pp |
| Employer contribution / active EE | $444 | $916-51.5% | $2,532-82.5% | $2,405-81.5% |
| Participant deferral / active EE | $764 | $1,998-61.8% | $3,425-77.7% | $3,739-79.6% |
| Admin fee / account holder | $105 | $59+78.2% | $4,994-97.9% | $102+2.8% |