Filed January 1, 2012
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 | $12,686 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $16,286 | $41,467-60.7% | $67,313-75.8% | $55,725-70.8% |
| Participation rate | 36.1% | 62.5%-26.4pp | 69.1%-33.0pp | 70.9%-34.8pp |
| Annual return | 10.99% | 0.82%+10.2pp | -4.08%+15.1pp | 244.93%-233.9pp |
| Employer contribution / active EE | $862 | $1,316-34.5% | $2,566-66.4% | $2,078-58.5% |
| Participant deferral / active EE | $1,549 | $2,399-35.5% | $3,568-56.6% | $3,356-53.8% |
| Admin fee / account holder | $59 | $102-42.5% | $4,507-98.7% | $115-49.0% |