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 | $87,220 |
Filed as: MESIROW FINANCIAL INC Service code 16 · EIN 36-3194849 | Consulting | $5,351 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,025 | $101,955+83.4% | $112,887+65.7% | $71,457+161.7% |
| Participation rate | 99.4% | 82.1%+17.3pp | 80.5%+18.9pp | 67.9%+31.4pp |
| Annual return | 19.01% | 28.92%-9.9pp | 34.10%-15.1pp | 28.85%-9.8pp |
| Employer contribution / active EE | $2,710 | $4,743-42.9% | $4,563-40.6% | $2,588+4.7% |
| Participant deferral / active EE | $10,278 | $6,771+51.8% | $6,513+57.8% | $4,289+139.7% |
| Admin fee / account holder | $523 | $1,395-62.5% | $7,047-92.6% | $1,587-67.1% |