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 KINETICS7 years Service code 15 · EIN 27-1318562 | Recordkeeping | $40,290 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $23,462 |
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 | $68,405 | $84,993-19.5% | $129,995-47.4% | $80,160-14.7% |
| Participation rate | 48.4% | 79.5%-31.1pp | 78.5%-30.1pp | 72.9%-24.6pp |
| Annual return | 18.41% | 23.76%-5.4pp | -137.18%+155.6pp | 40.38%-22.0pp |
| Employer contribution / active EE | $1,818 | $3,051-40.4% | $4,320-57.9% | $2,978-39.0% |
| Participant deferral / active EE | $3,748 | $4,984-24.8% | $5,820-35.6% | $5,017-25.3% |
| Admin fee / account holder | $37 | $391-90.5% | $10,614-99.6% | $145-74.3% |