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 KINETICS8 years Service code 15 · EIN 27-1318562 | Recordkeeping | $32,335 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $28,026 |
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 | $75,352 | $2,679,533-97.2% | $164,813-54.3% | $199,593-62.2% |
| Participation rate | 51.7% | 78.3%-26.6pp | 78.6%-26.9pp | 72.0%-20.2pp |
| Annual return | 16.26% | 17.93%-1.7pp | 69.93%-53.7pp | 34.25%-18.0pp |
| Employer contribution / active EE | $1,966 | $2,970-33.8% | $4,341-54.7% | $3,034-35.2% |
| Participant deferral / active EE | $4,087 | $5,010-18.4% | $6,031-32.2% | $5,087-19.7% |
| Admin fee / account holder | $45 | $1,982-97.7% | $12,690-99.6% | $269-83.1% |