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 | $132,049-47.0% | $200,582-65.1% | $74,304-5.8% |
| Participation rate | 93.9% | 84.1%+9.8pp | 86.9%+7.0pp | 60.3%+33.5pp |
| Annual return | 16.02% | 22.22%-6.2pp | 42.33%-26.3pp | 29.43%-13.4pp |
| Employer contribution / active EE | $2,360 | $4,558-48.2% | $6,419-63.2% | $2,241+5.3% |
| Participant deferral / active EE | $4,251 | $7,213-41.1% | $9,331-54.4% | $3,767+12.9% |
| Admin fee / account holder | $348 | $2,405-85.5% | $16,305-97.9% | $2,969-88.3% |