Filed November 9, 2005
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 | $51,657 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,146 | $64,909-44.3% | $82,313-56.1% | $62,292-42.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 12.09% | 21.18%-9.1pp | 25.88%-13.8pp | 28.90%-16.8pp |
| Employer contribution / active EE | $1,314 | $1,676-21.6% | $2,428-45.9% | $2,042-35.6% |
| Participant deferral / active EE | $3,248 | $3,103+4.6% | $3,706-12.4% | $3,169+2.5% |
| Admin fee / account holder | $199 | $440-54.7% | $5,608-96.4% | $479-58.4% |