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 |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 36-6071399 | Recordkeeping | $31,693 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $24,296 |
Service code 15 · EIN 59-2438373 | Recordkeeping | $23,181 |
Filed as: MESIROW FINANCIAL Service code 27 · EIN 36-3429599 | Advisory (Plan) | $22,222 |
3(16) FIDUCIARY SERVICES CORP1+ years Filed as: 3(16) FIDUCIARY SERVICES CORP. Service code 14 · EIN 45-4813650 | Plan Administrator | $1,781 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $42,453 | $34,220+24.1% | $73,843-42.5% | $59,188-28.3% |
| Participation rate | 39.0% | 59.1%-20.1pp | 73.4%-34.5pp | 69.4%-30.4pp |
| Annual return | 0.00% | 3.36%-3.4pp | 2267.84%-2267.8pp | 5.51%-5.5pp |
| Employer contribution / active EE | $250 | $1,480-83.1% | $2,787-91.0% | $2,098-88.1% |
| Participant deferral / active EE | $586 | $2,035-71.2% | $3,583-83.7% | $3,265-82.1% |
| Admin fee / account holder | $93 | $64+45.6% | $4,880-98.1% | $92+1.2% |