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 | $3,600 |
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 | $181,624 | $118,971+52.7% | $112,977+60.8% | $73,488+147.1% |
| Participation rate | 99.3% | 83.3%+15.9pp | 82.6%+16.7pp | 70.7%+28.6pp |
| Annual return | 21.82% | 17.79%+4.0pp | 24.24%-2.4pp | 28.51%-6.7pp |
| Employer contribution / active EE | $2,541 | $4,091-37.9% | $4,255-40.3% | $2,270+11.9% |
| Participant deferral / active EE | $9,632 | $6,133+57.1% | $5,836+65.0% | $3,740+157.6% |
| Admin fee / account holder | $54 | $573-90.5% | $6,294-99.1% | $513-89.4% |