Filed September 19, 2006
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 |
|---|---|---|
Service code 16 · EIN 91-2076550 | Consulting | $136,016 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $5,536 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,561 | $58,290-45.9% | $98,442-67.9% | $86,799-63.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 73.3%+26.7pp | 72.3%+27.7pp |
| Annual return | 12.30% | 43.48%-31.2pp | 1492.73%-1480.4pp | 97.91%-85.6pp |
| Employer contribution / active EE | $1,439 | $2,008-28.3% | $2,960-51.4% | $2,405-40.2% |
| Participant deferral / active EE | $4,110 | $3,152+30.4% | $4,276-3.9% | $4,131-0.5% |
| Admin fee / account holder | $140 | $138+1.6% | $5,949-97.6% | $170-17.5% |