Filed June 21, 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 4-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 INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $15,986 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 22 · EIN 13-2808480 | Insurance Broker | $7,811 |
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 | $31,550 | $55,182-42.8% | $73,307-57.0% | $55,191-42.8% |
| Participation rate | 76.8% | 73.9%+2.8pp | 74.9%+1.8pp | 69.2%+7.6pp |
| Annual return | 29.27% | 8.55%+20.7pp | 5.67%+23.6pp | 10.78%+18.5pp |
| Employer contribution / active EE | $1,579 | $1,935-18.4% | $3,237-51.2% | $1,899-16.8% |
| Participant deferral / active EE | $4,245 | $4,641-8.5% | $4,991-15.0% | $3,046+39.3% |
| Admin fee / account holder | $24 | $68-65.2% | $5,637-99.6% | $91-73.8% |