Filed November 10, 2003
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: TAX SHELTERED COMPENSATION INC Service code 15 · EIN 41-0955056 7365 KIRKWOOD COURT N STE 200 · MAPLE GROVE, MN 55369 | Recordkeeping | $5,000 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $3,830 |
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 | $105,240 | $101,317+3.9% | $146,958-28.4% | $74,495+41.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 13.80% | 8730.91%-8717.1pp | 418.34%-404.5pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $7,764 | $3,810+103.8% | $4,933+57.4% | $2,623+196.0% |
| Participant deferral / active EE | $9,152 | $7,303+25.3% | $8,070+13.4% | $4,346+110.6% |
| Admin fee / account holder | $88 | $1,739-94.9% | $12,998-99.3% | $1,942-95.5% |