Filed May 5, 2005
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 | $34,577 |
BURKE MONTAGUE & ASSOCIATES, LLC1+ years Service code 10 · EIN 36-4158243 | Accounting | $5,460 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $7,278 | $39,819-81.7% | $67,834-89.3% | $57,658-87.4% |
| Participation rate | 73.4% | 61.2%+12.2pp | 68.8%+4.6pp | 70.2%+3.2pp |
| Annual return | 6.86% | 9.19%-2.3pp | 138.47%-131.6pp | 5.13%+1.7pp |
| Employer contribution / active EE | $343 | $1,277-73.1% | $2,403-85.7% | $1,974-82.6% |
| Participant deferral / active EE | $745 | $2,209-66.3% | $3,160-76.4% | $3,061-75.7% |
| Admin fee / account holder | $67 | $84-20.4% | $4,622-98.6% | $95-29.6% |