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 | $4,342 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,319 | $99,016+24.5% | $93,789+31.5% | $66,914+84.3% |
| Participation rate | 99.3% | 82.1%+17.2pp | 81.0%+18.3pp | 69.8%+29.5pp |
| Annual return | -19.53% | -14.59%-4.9pp | -11.33%-8.2pp | 1.58%-21.1pp |
| Employer contribution / active EE | $2,508 | $4,769-47.4% | $4,323-42.0% | $2,544-1.4% |
| Participant deferral / active EE | $10,997 | $6,689+64.4% | $6,094+80.4% | $4,237+159.6% |
| Admin fee / account holder | $53 | $477-88.8% | $7,195-99.3% | $593-91.0% |