Filed September 8, 2006
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 |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $96,604 |
CARLSEN & FERRIS, APC2 years Service code 10 · EIN 93-2437268 | Accounting | $21,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,194 | $56,734-16.8% | $68,368-31.0% | $103,975-54.6% |
| Participation rate | 66.6% | 61.6%+5.0pp | 73.8%-7.2pp | 72.5%-5.9pp |
| Annual return | 15.10% | 13.73%+1.4pp | 292.57%-277.5pp | 19.41%-4.3pp |
| Employer contribution / active EE | $837 | $1,867-55.2% | $2,649-68.4% | $3,722-77.5% |
| Participant deferral / active EE | $3,097 | $2,940+5.3% | $4,123-24.9% | $5,343-42.0% |
| Admin fee / account holder | $48 | $263-81.7% | $5,150-99.1% | $332-85.6% |