Filed August 5, 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 |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $9,952 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $4,295 | $47,078-90.9% | $100,671-95.7% | $55,191-92.2% |
| Participation rate | 75.6% | 58.0%+17.5pp | 70.7%+4.8pp | 69.2%+6.4pp |
| Annual return | -1.24% | 0.65%-1.9pp | 20.43%-21.7pp | 10.78%-12.0pp |
| Employer contribution / active EE | $363 | $1,065-65.9% | $4,012-90.9% | $1,899-80.9% |
| Participant deferral / active EE | $887 | $2,038-56.5% | $3,144-71.8% | $3,046-70.9% |
| Admin fee / account holder | $9 | $153-94.4% | $4,850-99.8% | $91-90.6% |