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 |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $16,342 |
PENSION KINETICS6 years Service code 15 · EIN 27-1318562 | Recordkeeping | $12,925 |
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 | $58,620 | $84,000-30.2% | $119,609-51.0% | $77,904-24.8% |
| Participation rate | 48.3% | 77.8%-29.5pp | 79.3%-30.9pp | 73.7%-25.4pp |
| Annual return | -15.77% | -11.59%-4.2pp | -14.97%-0.8pp | 12.21%-28.0pp |
| Employer contribution / active EE | $1,958 | $2,907-32.7% | $4,232-53.7% | $2,848-31.2% |
| Participant deferral / active EE | $3,968 | $4,705-15.7% | $5,602-29.2% | $4,806-17.4% |
| Admin fee / account holder | $28 | $116-75.5% | $10,323-99.7% | $133-78.6% |