Filed March 30, 2004
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 |
|---|---|---|
BSP CONSULTING1+ years Service code 15 · EIN 26-1145434 | Recordkeeping | $7,400 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,736 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,941 | $70,667-47.7% | $123,104-70.0% | $52,331-29.4% |
| Participation rate | 99.5% | 83.7%+15.8pp | 86.8%+12.7pp | 68.1%+31.4pp |
| Annual return | 0.22% | 6.23%-6.0pp | 13.22%-13.0pp | 4.54%-4.3pp |
| Employer contribution / active EE | $1,796 | $2,946-39.0% | $5,151-65.1% | $1,882-4.6% |
| Participant deferral / active EE | $1,846 | $4,493-58.9% | $6,230-70.4% | $3,022-38.9% |
| Admin fee / account holder | $40 | $506-92.2% | $9,015-99.6% | $592-93.3% |