Filed July 31, 2019 (most recent of 3 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 39-0989781 | Recordkeeping | $5,602 |
Filed as: MESIROW FINANCIAL INC Service code 16 · EIN 36-3194849 | Consulting | $5,520 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,586 | $99,016+60.2% | $93,789+69.1% | $66,914+137.0% |
| Participation rate | 99.4% | 82.1%+17.2pp | 81.0%+18.4pp | 69.8%+29.5pp |
| Annual return | -16.95% | -14.59%-2.4pp | -11.33%-5.6pp | 1.58%-18.5pp |
| Employer contribution / active EE | $2,680 | $4,769-43.8% | $4,323-38.0% | $2,544+5.3% |
| Participant deferral / active EE | $9,949 | $6,689+48.7% | $6,094+63.2% | $4,237+134.8% |
| Admin fee / account holder | $64 | $477-86.5% | $7,195-99.1% | $593-89.2% |