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 |
|---|---|---|
TAX SHELTERED COMPENSATION, INC.6+ years Service code 15 · EIN 41-0955056 | Recordkeeping | $7,443 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $5,559 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $50,705 | $84,936-40.3% | $111,297-54.4% | $79,386-36.1% |
| Participation rate | 80.6% | 75.9%+4.7pp | 77.3%+3.2pp | 70.7%+9.9pp |
| Annual return | 29.30% | 17.45%+11.8pp | 54.65%-25.3pp | 116.85%-87.5pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,731-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $3,585 | $3,888-7.8% | $4,487-20.1% | $4,046-11.4% |
| Admin fee / account holder | $84 | $537-84.4% | $7,964-98.9% | $626-86.6% |