Filed June 21, 2005
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 4-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 FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $19,435 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $36,334 | $56,640-35.9% | $80,975-55.1% | $57,658-37.0% |
| Participation rate | 72.9% | 75.9%-3.0pp | 75.8%-3.0pp | 70.2%+2.6pp |
| Annual return | 14.28% | 19.97%-5.7pp | 17.10%-2.8pp | 5.13%+9.1pp |
| Employer contribution / active EE | $1,627 | $2,085-22.0% | $3,714-56.2% | $1,974-17.6% |
| Participant deferral / active EE | $4,747 | $4,944-4.0% | $5,696-16.7% | $3,061+55.1% |
| Admin fee / account holder | $26 | $87-69.8% | $5,516-99.5% | $95-72.1% |