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.7+ years Service code 15 · EIN 41-0955056 | Recordkeeping | $6,842 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $6,477 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,481 | $65,435-51.9% | $86,677-63.7% | $66,914-53.0% |
| Participation rate | 89.1% | 75.5%+13.6pp | 76.6%+12.5pp | 69.8%+19.3pp |
| Annual return | -12.88% | -10.89%-2.0pp | 35.91%-48.8pp | 1.58%-14.5pp |
| Employer contribution / active EE | $0 | $2,153-100.0% | $2,836-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $3,346 | $4,100-18.4% | $4,656-28.1% | $4,237-21.0% |
| Admin fee / account holder | $66 | $642-89.7% | $7,493-99.1% | $593-88.8% |