Filed March 31, 2003 (most recent of 2 filings on file)
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 |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Participant loan processing; Recordke... | $71,812 |
Annual investment return 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 | $150,807 | $96,018+57.1% | $65,493+130.3% | $85,563+76.3% |
| Participation rate | 80.7% | 74.8%+5.9pp | 73.1%+7.6pp | 66.0%+14.8pp |
| Annual return | 11.07% | 14.51%-3.4pp | 982.45%-971.4pp | 31.51%-20.4pp |
| Employer contribution / active EE | $4,381 | $3,235+35.4% | $2,574+70.2% | $2,654+65.1% |
| Participant deferral / active EE | $7,690 | $4,055+89.7% | $3,961+94.1% | $4,375+75.8% |
| Admin fee / account holder | $130 | $271-52.0% | $5,028-97.4% | $834-84.4% |