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 | $15,199 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $65,829 | $59,186+11.2% | $76,768-14.2% | $56,287+17.0% |
| Participation rate | 67.0% | 75.2%-8.3pp | 77.0%-10.0pp | 69.9%-2.9pp |
| Annual return | -4.41% | 6.62%-11.0pp | 2.43%-6.8pp | -9.96%+5.5pp |
| Employer contribution / active EE | $1,337 | $1,759-24.0% | $2,485-46.2% | $2,111-36.7% |
| Participant deferral / active EE | $2,864 | $3,255-12.0% | $3,852-25.6% | $3,350-14.5% |
| Admin fee / account holder | $167 | $489-65.8% | $6,675-97.5% | $521-67.9% |