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 | $8,510 |
INCENTIVE BENEFITS, INC.3+ years Service code 15 · EIN 95-4395222 | Recordkeeping | $75 |
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 | $138,514 | $53,127+160.7% | $86,590+60.0% | $70,131+97.5% |
| Participation rate | 95.9% | 65.3%+30.6pp | 73.5%+22.4pp | 69.5%+26.4pp |
| Annual return | 17.15% | 27.66%-10.5pp | 964.84%-947.7pp | 73.14%-56.0pp |
| Employer contribution / active EE | $9,131 | $2,068+341.5% | $2,839+221.6% | $2,342+289.8% |
| Participant deferral / active EE | $2,930 | $2,696+8.7% | $3,609-18.8% | $3,332-12.1% |
| Admin fee / account holder | $1,025 | $3,585-71.4% | $4,906-79.1% | $4,645-77.9% |