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 CONSULTING4+ years Service code 15 · EIN 26-1145434 | Recordkeeping | $5,525 |
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 | $42,088 | $79,523-47.1% | $140,016-69.9% | $56,287-25.2% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.5%+12.5pp | 69.9%+30.1pp |
| Annual return | -3.89% | 2.39%-6.3pp | 651.12%-655.0pp | -9.96%+6.1pp |
| Employer contribution / active EE | $2,194 | $3,350-34.5% | $5,606-60.9% | $2,111+3.9% |
| Participant deferral / active EE | $2,279 | $5,129-55.6% | $6,927-67.1% | $3,350-31.9% |
| Admin fee / account holder | $27 | $614-95.6% | $10,705-99.7% | $521-94.8% |