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 | $63,770-26.0% | $71,209-33.7% | $102,872-54.1% |
| Participation rate | 66.6% | 61.0%+5.6pp | 73.8%-7.2pp | 73.0%-6.4pp |
| Annual return | 15.10% | 16.01%-0.9pp | 282.51%-267.4pp | 19.06%-4.0pp |
| Employer contribution / active EE | $837 | $2,367-64.6% | $2,721-69.2% | $3,526-76.3% |
| Participant deferral / active EE | $3,097 | $3,587-13.7% | $4,175-25.8% | $5,535-44.1% |
| Admin fee / account holder | $48 | $220-78.1% | $5,349-99.1% | $292-83.6% |