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 |
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 | $49,969 | $73,404-31.9% | $87,100-42.6% | $67,579-26.1% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.9%+23.1pp | 71.3%+28.7pp |
| Annual return | 22.04% | 48.29%-26.3pp | 28.19%-6.2pp | 378.56%-356.5pp |
| Employer contribution / active EE | $1,631 | $2,014-19.0% | $2,521-35.3% | $2,148-24.1% |
| Participant deferral / active EE | $3,965 | $3,913+1.3% | $4,049-2.1% | $3,539+12.0% |
| Admin fee / account holder | $6 | $142-96.0% | $7,497-99.9% | $142-96.0% |