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 | $11,268 |
Service code 15 · EIN 93-0998477 1193 ROYVONNE SE STE 22 · SALEM, OR 97302 | Recordkeeping | $1,523 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $39,985 | $76,653-47.8% | $70,449-43.2% | - |
| Participation rate | 37.4% | 80.3%-42.9pp | 75.1%-37.7pp | - |
| Annual return | 5.96% | 4.62%+1.3pp | 109.03%-103.1pp | - |
| Employer contribution / active EE | $0 | $2,510-100.0% | $2,737-100.0% | - |
| Participant deferral / active EE | $1,731 | $4,121-58.0% | $3,709-53.3% | - |
| Admin fee / account holder | $181 | $17,353-99.0% | $3,845-95.3% | - |