Filed February 8, 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 RETIREMENT SOLUTIONS C Service code 15 · EIN 13-3689044 | Recordkeeping | $86,616 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $39,576 | $65,223-39.3% | $80,019-50.5% | $55,725-29.0% |
| Participation rate | 100.0% | 80.6%+19.4pp | 75.8%+24.2pp | 70.9%+29.1pp |
| Annual return | 0.18% | 7.59%-7.4pp | 11.22%-11.0pp | 244.93%-244.8pp |
| Employer contribution / active EE | $1,570 | $2,544-38.3% | $2,468-36.4% | $2,078-24.4% |
| Participant deferral / active EE | $4,877 | $3,881+25.7% | $3,686+32.3% | $3,356+45.4% |
| Admin fee / account holder | $188 | $114+64.6% | $6,521-97.1% | $115+63.2% |