Filed September 21, 2017
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $21,216 |
Filed as: MERRILL LYNCH Service code 22 · EIN 13-2808480 | Insurance Broker | $3,077 |
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 | $56,124 | $33,067+69.7% | $76,523-26.7% | $56,287-0.3% |
| Participation rate | 84.5% | 55.4%+29.2pp | 68.0%+16.5pp | 69.9%+14.7pp |
| Annual return | -3.89% | 2.72%-6.6pp | -0.27%-3.6pp | -9.96%+6.1pp |
| Employer contribution / active EE | $2,892 | $1,200+140.9% | $2,647+9.2% | $2,111+37.0% |
| Participant deferral / active EE | $2,757 | $2,240+23.1% | $3,835-28.1% | $3,350-17.7% |
| Admin fee / account holder | $186 | $537-65.3% | $4,848-96.2% | $521-64.3% |