Filed April 14, 2007
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 LIFE INSURANCE CO Service code 15 · EIN 39-0989781 | Recordkeeping | $177,908 |
TAG RESOURCES, LLC4+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $99,201 |
AMERICAN REALTY ADVISORS1 year Filed as: FIRST AMERICAN BANK Service code 15 · EIN 36-2782306 | Recordkeeping | $2,621 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,268 | $27,522-30.0% | $71,086-72.9% | $68,904-72.0% |
| Participation rate | 15.9% | 34.5%-18.7pp | 54.7%-38.8pp | 74.1%-58.3pp |
| Annual return | -7.75% | -0.07%-7.7pp | 650.59%-658.3pp | 1.07%-8.8pp |
| Employer contribution / active EE | $143 | $325-56.0% | $1,088-86.9% | $2,540-94.4% |
| Participant deferral / active EE | $340 | $835-59.3% | $1,874-81.9% | $4,015-91.5% |
| Admin fee / account holder | $152 | $67+125.3% | $3,082-95.1% | $71+113.2% |