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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
TS&W INTERNATIONAL2 years Filed as: FM INTERNATIONAL, LTD. Service code 15 · EIN 11-3416243 | Recordkeeping | $6,023 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $5,606 |
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.
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 | $15,771 | $89,652-82.4% | $141,162-88.8% | $65,185-75.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 23.84% | 32.79%-9.0pp | 71.39%-47.6pp | 29.38%-5.5pp |
| Employer contribution / active EE | $633 | $3,065-79.4% | $4,735-86.6% | $2,177-70.9% |
| Participant deferral / active EE | $2,681 | $5,691-52.9% | $6,709-60.0% | $3,514-23.7% |
| Admin fee / account holder | $78 | $569-86.3% | $10,261-99.2% | $847-90.8% |