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 KINETICS3 years Service code 15 · EIN 27-1318562 | Recordkeeping | $12,573 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $3,456 |
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 | $54,992 | $73,125-24.8% | $125,175-56.1% | $77,787-29.3% |
| Participation rate | 46.9% | 79.4%-32.6pp | 79.8%-32.9pp | 73.2%-26.3pp |
| Annual return | 22.23% | 24.71%-2.5pp | 43.79%-21.6pp | 32.57%-10.3pp |
| Employer contribution / active EE | $1,579 | $2,413-34.6% | $3,865-59.2% | $2,504-37.0% |
| Participant deferral / active EE | $3,089 | $3,966-22.1% | $4,937-37.4% | $3,967-22.1% |
| Admin fee / account holder | $22 | $89-75.4% | $9,702-99.8% | $100-78.0% |