Filed November 9, 2005
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 |
|---|---|---|
GARDNER ADVISORS1 year Service code 27 · EIN 41-1449638 | Advisory (Plan) | $61,838 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $15,514 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $34,499 | $59,186-41.7% | $76,768-55.1% | $56,287-38.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | 10.59% | 6.62%+4.0pp | 2.43%+8.2pp | -9.96%+20.5pp |
| Employer contribution / active EE | $726 | $1,759-58.7% | $2,485-70.8% | $2,111-65.6% |
| Participant deferral / active EE | $3,221 | $3,255-1.0% | $3,852-16.4% | $3,350-3.8% |
| Admin fee / account holder | $312 | $489-36.2% | $6,675-95.3% | $521-40.1% |