Filed October 26, 1999
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 | $9,780 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $647 |
Service code 15 · EIN 16-1316349 | Recordkeeping | $600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,708 | $59,584+28.7% | $86,874-11.7% | $79,386-3.4% |
| Participation rate | 25.8% | 67.7%-41.8pp | 71.6%-45.8pp | 70.7%-44.9pp |
| Annual return | 12.70% | 23.15%-10.5pp | 63.52%-50.8pp | 116.85%-104.2pp |
| Employer contribution / active EE | $672 | $1,768-62.0% | $2,495-73.1% | $2,427-72.3% |
| Participant deferral / active EE | $946 | $3,036-68.9% | $3,699-74.4% | $4,046-76.6% |
| Admin fee / account holder | $263 | $604-56.5% | $5,828-95.5% | $626-58.1% |