Filed September 28, 1992
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 | $1,800 |
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 | $42,273 | $63,905-33.8% | $74,183-43.0% | $57,658-26.7% |
| Participation rate | 89.4% | 79.8%+9.6pp | 76.6%+12.8pp | 70.2%+19.2pp |
| Annual return | 7.47% | 60.60%-53.1pp | 17.74%-10.3pp | 5.13%+2.3pp |
| Employer contribution / active EE | $1,254 | $1,840-31.8% | $2,370-47.1% | $1,974-36.4% |
| Participant deferral / active EE | $2,831 | $3,448-17.9% | $3,550-20.3% | $3,061-7.5% |
| Admin fee / account holder | $6 | $91-93.7% | $5,586-99.9% | $95-93.9% |