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 | $13,725 |
Service code 15 · EIN 93-0998477 1193 ROYVONNE SE STE 22 · SALEM, OR 97302 | Recordkeeping | $510 |
Filed as: ROYAL ALLIANCE ASSOCIATES Service code 22 · EIN 93-0987232 | Insurance Broker | $0 |
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 | $50,169 | $53,822-6.8% | $75,696-33.7% | $85,850-41.6% |
| Participation rate | 35.2% | 69.1%-33.9pp | 74.8%-39.7pp | 69.3%-34.1pp |
| Annual return | 30.58% | 24.54%+6.0pp | 104.53%-73.9pp | 318.53%-288.0pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,264 | $2,895-56.3% | $3,821-66.9% | $3,952-68.0% |
| Admin fee / account holder | $230 | $3,343-93.1% | $3,619-93.7% | $6,260-96.3% |