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 KINETICS5 years Service code 15 · EIN 27-1318562 | Recordkeeping | $11,400 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $5,754 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,157 | $91,746-23.5% | $146,665-52.2% | $93,030-24.6% |
| Participation rate | 55.1% | 80.9%-25.8pp | 80.1%-24.9pp | 73.9%-18.8pp |
| Annual return | 16.01% | 18.28%-2.3pp | 22.74%-6.7pp | 158.70%-142.7pp |
| Employer contribution / active EE | $2,095 | $2,815-25.6% | $4,136-49.3% | $2,706-22.6% |
| Participant deferral / active EE | $4,231 | $4,589-7.8% | $5,506-23.2% | $4,562-7.3% |
| Admin fee / account holder | $20 | $101-80.5% | $10,280-99.8% | $152-87.0% |