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 | $28,772 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 23 · EIN 47-1411118 | Insurance services; Insurance brokera... | $15,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,813 | $113,016+58.2% | $103,476+72.8% | $74,495+140.0% |
| Participation rate | 99.3% | 80.8%+18.5pp | 80.5%+18.8pp | 67.2%+32.1pp |
| Annual return | 13.41% | 23.24%-9.8pp | 23.90%-10.5pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $2,789 | $4,881-42.9% | $4,672-40.3% | $2,623+6.3% |
| Participant deferral / active EE | $12,156 | $7,279+67.0% | $6,623+83.6% | $4,346+179.7% |
| Admin fee / account holder | $286 | $1,709-83.3% | $9,413-97.0% | $1,942-85.3% |