Filed February 7, 1994
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 15 · EIN 13-3689044 | Recordkeeping | $44,955 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,939 | $55,415+89.4% | $155,509-32.5% | $74,495+40.9% |
| Participation rate | 54.8% | 61.9%-7.1pp | 78.2%-23.4pp | 67.2%-12.4pp |
| Annual return | 15.68% | 268.50%-252.8pp | 64.67%-49.0pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $1,862 | $2,267-17.9% | $4,672-60.2% | $2,623-29.0% |
| Participant deferral / active EE | $3,560 | $2,836+25.5% | $5,626-36.7% | $4,346-18.1% |
| Admin fee / account holder | $228 | $1,738-86.9% | $15,912-98.6% | $1,942-88.2% |