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.
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 LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $7,879 |
INCENTIVE BENEFITS, INC.2+ years Service code 15 · EIN 95-4395222 | Recordkeeping | $125 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $116,419 | $48,076+142.2% | $78,689+47.9% | $62,891+85.1% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 11.32% | 31.35%-20.0pp | 62.18%-50.9pp | 20.14%-8.8pp |
| Employer contribution / active EE | $8,496 | $2,015+321.7% | $2,851+198.0% | $2,281+272.5% |
| Participant deferral / active EE | $3,323 | $2,588+28.4% | $3,517-5.5% | $3,203+3.7% |
| Admin fee / account holder | $959 | $3,207-70.1% | $4,510-78.7% | $4,296-77.7% |