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 | $2,830 |
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 | $135,470 | $118,971+13.9% | $112,977+19.9% | $73,488+84.3% |
| Participation rate | 97.8% | 83.3%+14.5pp | 82.6%+15.3pp | 70.7%+27.1pp |
| Annual return | 22.96% | 17.79%+5.2pp | 24.24%-1.3pp | 28.51%-5.6pp |
| Employer contribution / active EE | $2,229 | $4,091-45.5% | $4,255-47.6% | $2,270-1.8% |
| Participant deferral / active EE | $8,983 | $6,133+46.5% | $5,836+53.9% | $3,740+140.2% |
| Admin fee / account holder | $41 | $573-92.9% | $6,294-99.4% | $513-92.0% |