Filed April 17, 2009
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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $32,433 |
Service code 22 · EIN 52-2114207 | Insurance Broker | $8,766 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,251 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,687 | $50,815-43.5% | $155,509-81.6% | $77,643-63.1% |
| Participation rate | 41.5% | 63.1%-21.6pp | 78.2%-36.7pp | 70.6%-29.1pp |
| Annual return | 9.21% | 34.80%-25.6pp | 64.67%-55.5pp | 31.24%-22.0pp |
| Employer contribution / active EE | $636 | $1,993-68.1% | $4,672-86.4% | $2,726-76.7% |
| Participant deferral / active EE | $922 | $2,822-67.3% | $5,626-83.6% | $4,647-80.2% |
| Admin fee / account holder | $203 | $437-53.4% | $15,912-98.7% | $430-52.7% |