Filed December 28, 2011
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 | $8,272 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $20,063 | $40,479-50.4% | $78,210-74.3% | $62,292-67.8% |
| Participation rate | 16.3% | 54.6%-38.3pp | 68.7%-52.4pp | 69.5%-53.2pp |
| Annual return | 18.26% | 66.31%-48.1pp | 40.90%-22.6pp | 28.90%-10.6pp |
| Employer contribution / active EE | $0 | $1,024-100.0% | $2,034-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $544 | $1,718-68.3% | $2,823-80.7% | $3,169-82.8% |
| Admin fee / account holder | $157 | $376-58.3% | $3,758-95.8% | $479-67.3% |