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 FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $2,286 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,748 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $71,311 | $31,679+125.1% | $74,701-4.5% | $65,185+9.4% |
| Participation rate | 56.3% | 40.4%+15.9pp | 54.5%+1.8pp | 70.2%-13.9pp |
| Annual return | 17.96% | 39.04%-21.1pp | 752.92%-735.0pp | 29.38%-11.4pp |
| Employer contribution / active EE | $1,187 | $566+109.7% | $1,084+9.5% | $2,177-45.5% |
| Participant deferral / active EE | $2,468 | $1,191+107.3% | $1,964+25.7% | $3,514-29.8% |
| Admin fee / account holder | $57 | $379-84.9% | $3,333-98.3% | $847-93.2% |