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 CONSULTING6+ years Service code 15 · EIN 26-1145434 | Recordkeeping | $5,325 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,280 |
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 | $65,682 | $136,307-51.8% | $177,821-63.1% | $73,488-10.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 34.75% | 18.68%+16.1pp | 48.32%-13.6pp | 28.51%+6.2pp |
| Employer contribution / active EE | $2,461 | $3,712-33.7% | $5,918-58.4% | $2,270+8.4% |
| Participant deferral / active EE | $2,697 | $5,829-53.7% | $7,714-65.0% | $3,740-27.9% |
| Admin fee / account holder | $23 | $596-96.2% | $12,427-99.8% | $513-95.6% |