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 INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $17,305 |
TAX SHELTERED COMPENSATION, INC.9+ years Service code 15 · EIN 41-0955056 | Recordkeeping | $6,965 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $1,269 |
Employer contribution per participant 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,493 | $79,171-57.7% | $102,423-67.3% | $74,495-55.0% |
| Participation rate | 84.7% | 74.8%+9.9pp | 76.5%+8.2pp | 67.2%+17.5pp |
| Annual return | 11.50% | 54.93%-43.4pp | 29.32%-17.8pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $3,596 | $4,415-18.5% | $5,053-28.8% | $4,346-17.2% |
| Admin fee / account holder | $124 | $2,001-93.8% | $9,451-98.7% | $1,942-93.6% |