Filed June 27, 2005 (most recent of 2 filings on file)
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 INS CO. Service code 15 · EIN 36-6071399 | Recordkeeping | $34,399 |
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $19,500 |
ASCENSUS LLC4 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $2,930 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,426 | $40,278-14.5% | $80,569-57.3% | $80,160-57.1% |
| Participation rate | 11.2% | 47.5%-36.3pp | 67.0%-55.8pp | 72.9%-61.7pp |
| Annual return | 16.56% | 50.86%-34.3pp | 935.43%-918.9pp | 40.38%-23.8pp |
| Employer contribution / active EE | $147 | $1,332-89.0% | $2,723-94.6% | $2,978-95.1% |
| Participant deferral / active EE | $472 | $2,696-82.5% | $4,447-89.4% | $5,017-90.6% |
| Admin fee / account holder | $330 | $210+56.9% | $5,377-93.9% | $145+127.6% |