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 | $6,060 |
Filed as: PPG RETIREMENT PLAN SERVICES, LTD. Service code 15 · EIN 39-1915811 | Recordkeeping | $1,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,035 | $73,638-14.4% | $95,952-34.3% | $73,488-14.2% |
| Participation rate | 57.9% | 76.2%-18.3pp | 77.1%-19.2pp | 70.7%-12.8pp |
| Annual return | 12.61% | 16.78%-4.2pp | 91.61%-79.0pp | 28.51%-15.9pp |
| Employer contribution / active EE | $1,321 | $1,863-29.1% | $2,541-48.0% | $2,270-41.8% |
| Participant deferral / active EE | $2,493 | $3,617-31.1% | $4,167-40.2% | $3,740-33.3% |
| Admin fee / account holder | $73 | $482-84.8% | $6,795-98.9% | $513-85.7% |