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 | $9,118 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $570 |
Service code 15 · EIN 16-1316349 | Recordkeeping | $350 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,940 | $50,199+37.3% | $70,092-1.6% | $66,914+3.0% |
| Participation rate | 27.0% | 66.3%-39.3pp | 70.5%-43.4pp | 69.8%-42.8pp |
| Annual return | -15.83% | -13.85%-2.0pp | 190.73%-206.6pp | 1.58%-17.4pp |
| Employer contribution / active EE | $663 | $1,864-64.4% | $2,559-74.1% | $2,544-74.0% |
| Participant deferral / active EE | $932 | $3,112-70.1% | $3,849-75.8% | $4,237-78.0% |
| Admin fee / account holder | $245 | $600-59.2% | $6,267-96.1% | $593-58.7% |