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 | $2,570 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,547 | $133,040+13.9% | $119,258+27.1% | $79,386+90.9% |
| Participation rate | 95.7% | 80.9%+14.9pp | 82.7%+13.0pp | 70.7%+25.0pp |
| Annual return | 14.06% | 20.05%-6.0pp | 30.69%-16.6pp | 116.85%-102.8pp |
| Employer contribution / active EE | $2,327 | $4,390-47.0% | $4,384-46.9% | $2,427-4.1% |
| Participant deferral / active EE | $9,853 | $6,448+52.8% | $6,111+61.2% | $4,046+143.5% |
| Admin fee / account holder | $45 | $686-93.5% | $7,226-99.4% | $626-92.8% |