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 03-0989781 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $43,622 | $65,118-33.0% | $76,768-43.2% | $55,725-21.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.0%+23.0pp | 70.9%+29.1pp |
| Annual return | -6.11% | -1.27%-4.8pp | 2.43%-8.5pp | 244.93%-251.0pp |
| Employer contribution / active EE | $1,601 | $1,941-17.5% | $2,485-35.6% | $2,078-22.9% |
| Participant deferral / active EE | $3,782 | $3,688+2.6% | $3,852-1.8% | $3,356+12.7% |
| Admin fee / account holder | $24 | $116-79.0% | $6,675-99.6% | $115-78.9% |