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 | $14,794 |
Filed as: MERRILL LYNCH Service code 22 · EIN 13-2808480 | Insurance Broker | $11,732 |
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 | $42,743 | $65,592-34.8% | $90,160-52.6% | $69,631-38.6% |
| Participation rate | 78.8% | 77.6%+1.2pp | 76.9%+1.9pp | 70.7%+8.1pp |
| Annual return | 18.68% | 57.10%-38.4pp | 34.88%-16.2pp | 27571.02%-27552.3pp |
| Employer contribution / active EE | $1,887 | $2,193-13.9% | $3,318-43.1% | $2,032-7.1% |
| Participant deferral / active EE | $6,100 | $5,257+16.0% | $5,288+15.4% | $3,224+89.2% |
| Admin fee / account holder | $20 | $86-76.7% | $5,943-99.7% | $110-81.9% |