Filed February 17, 2005 (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 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 |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 15 · EIN 13-3689044 | Recordkeeping | $618,408 |
Filed as: TRANSAMERICA FINANCIAL LIFE Service code 15 · EIN 36-6071399 | Recordkeeping | $150,751 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 27 · EIN 84-4519624 | Advisory (Plan) | $123,292 |
Service code 15 · EIN 62-1874769 | Recordkeeping | $102,338 |
MESIROW FINANCIAL INVESTMENT MANAGE10+ years Filed as: MESIROW FINANCIAL Service code 27 · EIN 36-3429599 | Advisory (Plan) | $55,238 |
TEMPLETON & COMPANY LLP6 years Filed as: TEMPLETON & COMPANY Service code 10 · EIN 14-1918990 | Accounting | $17,500 |
Filed as: BENSCH FRIEDLANDER COPLAN AND ARONF Service code 29 · EIN 34-6596918 | Legal | $2,480 |
Filed as: TRANSAMERICA TRUST CO Service code 21 · EIN 42-0947998 | Bank Trustee | $250 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,660 | $106,382-57.1% | $81,812-44.2% | $106,382-57.1% |
| Participation rate | 32.2% | 69.9%-37.6pp | 72.3%-40.1pp | 69.9%-37.6pp |
| Annual return | 13.79% | 17.37%-3.6pp | 773.79%-760.0pp | 17.37%-3.6pp |
| Employer contribution / active EE | $552 | $3,364-83.6% | $2,912-81.0% | $3,364-83.6% |
| Participant deferral / active EE | $1,248 | $5,569-77.6% | $4,319-71.1% | $5,569-77.6% |
| Admin fee / account holder | $260 | $79+227.7% | $7,386-96.5% | $79+227.7% |