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 | $10,932 |
Service code 15 · EIN 93-0998477 1193 ROYVONNE SE STE 22 · SALEM, OR 97302 | Recordkeeping | $1,445 |
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 | $35,828 | $60,795-41.1% | $69,455-48.4% | $65,185-45.0% |
| Participation rate | 43.4% | 74.9%-31.5pp | 74.6%-31.2pp | 70.2%-26.8pp |
| Annual return | 5.90% | 17.46%-11.6pp | 28.97%-23.1pp | 29.38%-23.5pp |
| Employer contribution / active EE | $0 | $2,452-100.0% | $2,779-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,782 | $3,162-43.6% | $3,535-49.6% | $3,514-49.3% |
| Admin fee / account holder | $176 | $314-44.0% | $3,839-95.4% | $847-79.3% |