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: MESIROW FINANCIAL Service code 27 · EIN 36-3429599 | Advisory (Plan) | $145,713 |
Filed as: TRANSAMERICA FINANCIAL LIFE Service code 15 · EIN 36-6071399 | Recordkeeping | $105,070 |
Service code 15 · EIN 59-2438373 | Recordkeeping | $89,380 |
3(16) FIDUCIARY SERVICES CORP5+ years Filed as: 3(16) FIDUCIARY SERVICES CORP. Service code 14 · EIN 45-4813650 | Plan Administrator | $69,479 |
TEMPLETON & COMPANY LLP1 year Filed as: TEMPLETON & COMPANY Service code 10 · EIN 14-1918990 | Accounting | $9,875 |
Filed as: BENESCH FRIEDLANDER COPLAN & ARONOF Service code 29 · EIN 34-6896918 | Legal | $4,231 |
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 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 | $31,636 | $82,204-61.5% | $90,281-65.0% | $82,204-61.5% |
| Participation rate | 34.1% | 73.4%-39.3pp | 73.3%-39.1pp | 73.4%-39.3pp |
| Annual return | 24.62% | 26.31%-1.7pp | 78.10%-53.5pp | 26.31%-1.7pp |
| Employer contribution / active EE | $429 | $2,707-84.2% | $2,854-85.0% | $2,707-84.2% |
| Participant deferral / active EE | $914 | $4,246-78.5% | $3,885-76.5% | $4,246-78.5% |
| Admin fee / account holder | $175 | $76+131.7% | $5,351-96.7% | $76+131.7% |