Filed April 5, 2008 (most recent of 2 filings on file)
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 9-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 | $3,237 |
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 | $61,008 | $28,109+117.0% | $71,086-14.2% | $56,287+8.4% |
| Participation rate | 44.7% | 40.4%+4.3pp | 54.7%-10.0pp | 69.9%-25.2pp |
| Annual return | -4.54% | -615.05%+610.5pp | 650.59%-655.1pp | -9.96%+5.4pp |
| Employer contribution / active EE | $1,045 | $558+87.3% | $1,088-4.0% | $2,111-50.5% |
| Participant deferral / active EE | $1,939 | $1,116+73.8% | $1,874+3.4% | $3,350-42.1% |
| Admin fee / account holder | $51 | $585-91.3% | $3,082-98.3% | $521-90.2% |