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 | $10,163 |
Service code 15 · EIN 93-0998477 1193 ROYVONNE SE STE 22 · SALEM, OR 97302 | Recordkeeping | $0 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,534 | $46,5530% | $64,056-27.4% | $75,163-38.1% |
| Participation rate | 24.7% | 65.9%-41.2pp | 72.3%-47.6pp | 67.2%-42.5pp |
| Annual return | 11.31% | 26.03%-14.7pp | 33.69%-22.4pp | 160.62%-149.3pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $991 | $2,837-65.1% | $3,880-74.5% | $4,125-76.0% |
| Admin fee / account holder | $195 | $2,952-93.4% | $3,068-93.6% | $5,651-96.5% |