Filed April 21, 1996
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 | $6,194 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $68,520 | $58,512+17.1% | $84,015-18.4% | $72,985-6.1% |
| Participation rate | 44.4% | 61.2%-16.8pp | 69.0%-24.6pp | 69.5%-25.0pp |
| Annual return | 18.02% | 28.93%-10.9pp | 71.31%-53.3pp | 81.00%-63.0pp |
| Employer contribution / active EE | $430 | $1,163-63.1% | $1,983-78.3% | $2,440-82.4% |
| Participant deferral / active EE | $2,854 | $2,394+19.2% | $3,239-11.9% | $3,607-20.9% |
| Admin fee / account holder | $187 | $4,569-95.9% | $6,101-96.9% | $5,124-96.4% |