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 | $3,260 |
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 | $109,013 | $103,685+5.1% | $105,387+3.4% | $65,185+67.2% |
| Participation rate | 96.3% | 83.2%+13.1pp | 82.6%+13.8pp | 70.2%+26.1pp |
| Annual return | 24.66% | 23.88%+0.8pp | 26.82%-2.2pp | 29.38%-4.7pp |
| Employer contribution / active EE | $1,941 | $3,842-49.5% | $4,213-53.9% | $2,177-10.8% |
| Participant deferral / active EE | $7,670 | $5,634+36.2% | $5,502+39.4% | $3,514+118.3% |
| Admin fee / account holder | $41 | $399-89.7% | $6,559-99.4% | $847-95.1% |