Filed August 13, 1
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 INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $19,383 |
Filed as: MESIROW FINANCIAL Service code 27 · EIN 36-3429599 | Advisory (Plan) | $9,634 |
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 | $19,292 | $45,283-57.4% | $155,790-87.6% | $52,331-63.1% |
| Participation rate | 95.7% | 62.2%+33.5pp | 76.1%+19.6pp | 68.1%+27.5pp |
| Annual return | -0.57% | 1.80%-2.4pp | 71.54%-72.1pp | 4.54%-5.1pp |
| Employer contribution / active EE | $4,424 | $1,329+232.9% | $3,836+15.3% | $1,882+135.1% |
| Participant deferral / active EE | $1,847 | $2,854-35.3% | $4,797-61.5% | $3,022-38.9% |
| Admin fee / account holder | $165 | $981-83.1% | $7,478-97.8% | $592-72.0% |