Filed June 24, 2003
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.
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $20,084 |
INCENTIVE BENEFITS, INC.10+ years Service code 15 · EIN 95-4395222 | Recordkeeping | $1,200 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,635 | $58,234+265.1% | $81,783+160.0% | $80,874+162.9% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 11.95% | 41.70%-29.8pp | 775.05%-763.1pp | 35.62%-23.7pp |
| Employer contribution / active EE | $11,263 | $2,341+381.0% | $2,913+286.7% | $2,756+308.7% |
| Participant deferral / active EE | $5,748 | $3,283+75.1% | $4,320+33.1% | $4,297+33.8% |
| Admin fee / account holder | $1,400 | $4,982-71.9% | $7,380-81.0% | $6,935-79.8% |