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 | $39,042 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 23 · EIN 47-1411118 | Insurance services; Insurance brokera... | $26,250 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,324 | $113,016+94.9% | $103,476+112.9% | $74,495+195.8% |
| Participation rate | 99.3% | 80.8%+18.6pp | 80.5%+18.8pp | 67.2%+32.1pp |
| Annual return | 15.83% | 23.24%-7.4pp | 23.90%-8.1pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $2,941 | $4,881-39.8% | $4,672-37.1% | $2,623+12.1% |
| Participant deferral / active EE | $11,653 | $7,279+60.1% | $6,623+76.0% | $4,346+168.2% |
| Admin fee / account holder | $382 | $1,709-77.7% | $9,413-95.9% | $1,942-80.3% |