Filed September 25, 2018 (most recent of 3 filings on file)
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 | $1,760 |
Filed as: MERRILL LYNCH Service code 22 · EIN 13-2808480 | Insurance Broker | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $49,339 | $54,726-9.8% | $68,793-28.3% | $64,186-23.1% |
| Participation rate | 91.4% | 68.0%+23.4pp | 72.2%+19.2pp | 69.6%+21.9pp |
| Annual return | -3.09% | -1.62%-1.5pp | -4.63%+1.5pp | 7.63%-10.7pp |
| Employer contribution / active EE | $4,382 | $1,846+137.4% | $2,625+66.9% | $2,381+84.0% |
| Participant deferral / active EE | $4,362 | $2,626+66.1% | $3,311+31.7% | $3,470+25.7% |
| Admin fee / account holder | $20 | $4,027-99.5% | $5,131-99.6% | $4,888-99.6% |