Filed June 14, 2006 (most recent of 2 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 9-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 LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $7,932 |
BREWSTER & BREWSTER, INC.4+ years Service code 15 · EIN 34-1842059 | Recordkeeping | $5,895 |
LPL FINANCIAL4+ years Filed as: LPL FINANCIAL CORPORATION Service code 22 · EIN 95-2834236 | Insurance Broker | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $31,212 | $59,186-47.3% | $76,768-59.3% | $56,287-44.5% |
| Participation rate | 89.1% | 75.2%+13.9pp | 77.0%+12.2pp | 69.9%+19.3pp |
| Annual return | -5.52% | 6.62%-12.1pp | 2.43%-7.9pp | -9.96%+4.4pp |
| Employer contribution / active EE | $470 | $1,759-73.3% | $2,485-81.1% | $2,111-77.7% |
| Participant deferral / active EE | $2,731 | $3,255-16.1% | $3,852-29.1% | $3,350-18.5% |
| Admin fee / account holder | $89 | $489-81.9% | $6,675-98.7% | $521-83.0% |