Filed December 14, 2004
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 CO Service code 15 · EIN 39-0989781 | Recordkeeping | $14,769 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $57,919 | $64,909-10.8% | $82,313-29.6% | $62,292-7.0% |
| Participation rate | 72.3% | 74.9%-2.5pp | 76.9%-4.6pp | 69.5%+2.8pp |
| Annual return | 18.45% | 21.18%-2.7pp | 25.88%-7.4pp | 28.90%-10.4pp |
| Employer contribution / active EE | $1,205 | $1,676-28.1% | $2,428-50.4% | $2,042-41.0% |
| Participant deferral / active EE | $2,712 | $3,103-12.6% | $3,706-26.8% | $3,169-14.4% |
| Admin fee / account holder | $142 | $440-67.7% | $5,608-97.5% | $479-70.4% |