Filed February 11, 2011
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 FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $15,112 |
TAX SHELTERED COMPENSATION, INC.3+ years Service code 15 · EIN 41-0955056 | Recordkeeping | $5,675 |
Employer contribution per participant 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 | $30,191 | $59,186-49.0% | $76,768-60.7% | $56,287-46.4% |
| Participation rate | 86.8% | 75.2%+11.6pp | 77.0%+9.8pp | 69.9%+16.9pp |
| Annual return | 10.42% | 6.62%+3.8pp | 2.43%+8.0pp | -9.96%+20.4pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,655 | $3,255-18.4% | $3,852-31.1% | $3,350-20.7% |
| Admin fee / account holder | $85 | $489-82.5% | $6,675-98.7% | $521-83.6% |