Filed July 31, 2019 (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 | $4,110 |
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 | $159,271 | $103,685+53.6% | $105,387+51.1% | $65,185+144.3% |
| Participation rate | 99.2% | 83.2%+16.0pp | 82.6%+16.7pp | 70.2%+29.0pp |
| Annual return | 27.53% | 23.88%+3.6pp | 26.82%+0.7pp | 29.38%-1.9pp |
| Employer contribution / active EE | $2,219 | $3,842-42.2% | $4,213-47.3% | $2,177+1.9% |
| Participant deferral / active EE | $8,563 | $5,634+52.0% | $5,502+55.6% | $3,514+143.7% |
| Admin fee / account holder | $56 | $399-86.0% | $6,559-99.1% | $847-93.4% |