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 | $4,256 |
Filed as: PPG RETIREMENT PLAN SERVICES, LTD. Service code 15 · EIN 39-1915811 | Recordkeeping | $1,860 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $86,956 | $84,936+2.4% | $111,297-21.9% | $79,386+9.5% |
| Participation rate | 61.3% | 75.9%-14.5pp | 77.3%-16.0pp | 70.7%-9.4pp |
| Annual return | 11.76% | 17.45%-5.7pp | 54.65%-42.9pp | 116.85%-105.1pp |
| Employer contribution / active EE | $1,353 | $1,979-31.6% | $2,731-50.5% | $2,427-44.3% |
| Participant deferral / active EE | $2,812 | $3,888-27.7% | $4,487-37.3% | $4,046-30.5% |
| Admin fee / account holder | $76 | $537-85.9% | $7,964-99.1% | $626-87.9% |