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 | $27,279 |
BURKE MONTAGUE & ASSOCIATES, LLC2+ years Service code 10 · EIN 36-4158243 | Accounting | $6,033 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,930 | $46,297-82.9% | $71,671-88.9% | $62,292-87.3% |
| Participation rate | 100.0% | 60.6%+39.4pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 11.03% | 22.32%-11.3pp | 20.65%-9.6pp | 28.90%-17.9pp |
| Employer contribution / active EE | $548 | $1,412-61.2% | $2,460-77.7% | $2,042-73.2% |
| Participant deferral / active EE | $1,214 | $2,235-45.7% | $3,438-64.7% | $3,169-61.7% |
| Admin fee / account holder | $67 | $461-85.5% | $5,558-98.8% | $479-86.1% |