Filed November 16, 1995
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 |
|---|---|---|
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $34,331 |
Service code 15 · EIN 42-1484983 | Recordkeeping | $29,638 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $14,676 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,994 | $128,603-45.6% | $197,124-64.5% | $67,986+3.0% |
| Participation rate | 93.9% | 81.7%+12.2pp | 86.7%+7.2pp | 57.2%+36.7pp |
| Annual return | 16.02% | 23.77%-7.8pp | 44.34%-28.3pp | 31.67%-15.6pp |
| Employer contribution / active EE | $2,360 | $4,379-46.1% | $6,227-62.1% | $2,019+16.9% |
| Participant deferral / active EE | $4,251 | $6,840-37.8% | $9,135-53.5% | $3,358+26.6% |
| Admin fee / account holder | $348 | $3,035-88.5% | $16,298-97.9% | $3,203-89.1% |