Filed September 14, 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 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 LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $10,424 |
Service code 15 · EIN 93-0998477 1193 ROYVONNE SE STE 22 · SALEM, OR 97302 | Recordkeeping | $850 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $34,794 | $55,002-36.7% | $59,878-41.9% | $56,287-38.2% |
| Participation rate | 39.4% | 75.9%-36.5pp | 74.7%-35.2pp | 69.9%-30.4pp |
| Annual return | 6.71% | 1.13%+5.6pp | 3.46%+3.2pp | -9.96%+16.7pp |
| Employer contribution / active EE | $31 | $2,448-98.7% | $2,722-98.9% | $2,111-98.5% |
| Participant deferral / active EE | $2,428 | $3,121-22.2% | $3,402-28.6% | $3,350-27.5% |
| Admin fee / account holder | $163 | $236-30.7% | $3,590-95.4% | $521-68.6% |