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 | $13,678 |
Service code 15 · EIN 93-0998477 1193 ROYVONNE SE STE 22 · SALEM, OR 97302 | Recordkeeping | $765 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 22 · EIN 93-0987232 | Insurance Broker | $0 |
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 | $39,523 | $42,894-7.9% | $60,874-35.1% | $68,494-42.3% |
| Participation rate | 25.6% | 66.8%-41.2pp | 73.1%-47.5pp | 67.9%-42.3pp |
| Annual return | -14.04% | -13.98%-0.1pp | 16.90%-30.9pp | -7.84%-6.2pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $884 | $2,867-69.2% | $3,817-76.8% | $4,027-78.0% |
| Admin fee / account holder | $273 | $3,101-91.2% | $3,224-91.5% | $5,403-95.0% |