Filed October 18, 2004
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 |
|---|---|---|
PENSION KINETICS2 years Service code 15 · EIN 27-1318562 | Recordkeeping | $12,006 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $3,144 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $44,241 | $64,311-31.2% | $110,238-59.9% | $75,289-41.2% |
| Participation rate | 47.1% | 79.3%-32.2pp | 79.8%-32.7pp | 72.4%-25.3pp |
| Annual return | -3.73% | -1.74%-2.0pp | 314.74%-318.5pp | -0.04%-3.7pp |
| Employer contribution / active EE | $1,522 | $2,404-36.7% | $3,826-60.2% | $2,405-36.7% |
| Participant deferral / active EE | $2,919 | $3,892-25.0% | $4,672-37.5% | $3,739-21.9% |
| Admin fee / account holder | $24 | $88-72.3% | $8,547-99.7% | $102-76.3% |