Filed July 15, 1
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 FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $12,461 |
FIRST PARTY ADMINISTRATOR, LLC1+ years Service code 15 · EIN 46-2023154 | Recordkeeping | $2,200 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $3,787 | $46,732-91.9% | $156,549-97.6% | $55,167-93.1% |
| Participation rate | 90.0% | 65.8%+24.2pp | 84.0%+6.0pp | 69.0%+21.0pp |
| Annual return | 5.54% | 17.72%-12.2pp | 32.23%-26.7pp | 169.23%-163.7pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,178 | $2,204-46.6% | $4,871-75.8% | $3,054-61.4% |
| Admin fee / account holder | $40 | $418-90.5% | $13,027-99.7% | $504-92.1% |