Filed August 29, 2006 (most recent of 3 filings on file)
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 | $3,530 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,342 | $74,089-56.3% | $133,980-75.9% | $55,167-41.4% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.1%+12.9pp | 69.0%+31.0pp |
| Annual return | 8.25% | 12.11%-3.9pp | 29.30%-21.0pp | 169.23%-161.0pp |
| Employer contribution / active EE | $3,722 | $3,064+21.5% | $5,211-28.6% | $1,963+89.6% |
| Participant deferral / active EE | $3,413 | $4,678-27.0% | $6,282-45.7% | $3,054+11.8% |
| Admin fee / account holder | $20 | $458-95.6% | $9,324-99.8% | $504-96.0% |