Filed March 3, 1993
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 | $4,507 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,264 | $62,928-78.9% | $172,739-92.3% | $67,579-80.4% |
| Participation rate | 53.4% | 64.5%-11.1pp | 82.6%-29.3pp | 71.3%-17.9pp |
| Annual return | 19.62% | 30.36%-10.7pp | 802.84%-783.2pp | 378.56%-358.9pp |
| Employer contribution / active EE | $20 | $1,636-98.8% | $5,143-99.6% | $2,148-99.1% |
| Participant deferral / active EE | $922 | $2,145-57.0% | $5,198-82.3% | $3,539-74.0% |
| Admin fee / account holder | $15 | $167-91.0% | $13,954-99.9% | $142-89.4% |