Filed January 1, 2015
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 |
|---|---|---|
TAX SHELTERED COMPENSATION, INC.3+ years Filed as: TAX SHELTERED COMPENSATION Service code 15 · EIN 41-0955056 | Recordkeeping | $14,875 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $12,582 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $400 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $74,756 | $69,305+7.9% | $82,313-9.2% | $69,631+7.4% |
| Participation rate | 100.0% | 80.3%+19.7pp | 76.9%+23.1pp | 70.7%+29.3pp |
| Annual return | 13.13% | 21.47%-8.3pp | 25.88%-12.7pp | 27571.02%-27557.9pp |
| Employer contribution / active EE | $1,789 | $1,887-5.2% | $2,428-26.3% | $2,032-12.0% |
| Participant deferral / active EE | $1,529 | $3,568-57.2% | $3,706-58.8% | $3,224-52.6% |
| Admin fee / account holder | $77 | $97-21.0% | $5,608-98.6% | $110-30.5% |