Filed April 17, 2014
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 | $13,407 |
SIKICH LLP3 years Service code 15 · EIN 36-3168081 | Recordkeeping | $9,395 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 22 · EIN 26-4310632 | Insurance Broker | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,276 | $70,083-85.3% | $59,878-82.8% | $55,725-81.6% |
| Participation rate | 100.0% | 78.4%+21.6pp | 74.7%+25.3pp | 70.9%+29.1pp |
| Annual return | -4.49% | 3.13%-7.6pp | 3.46%-8.0pp | 244.93%-249.4pp |
| Employer contribution / active EE | $1,672 | $2,878-41.9% | $2,722-38.6% | $2,078-19.5% |
| Participant deferral / active EE | $1,517 | $3,079-50.7% | $3,402-55.4% | $3,356-54.8% |
| Admin fee / account holder | $65 | $70-7.6% | $3,590-98.2% | $115-43.6% |