Filed July 15, 1
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 | $15,701 |
FIRST PARTY ADMINISTRATOR, LLC2+ years Service code 15 · EIN 46-2023154 | Recordkeeping | $4,913 |
MY BENEFITS, LLC1 year Filed as: MY BENEFITS LLC Service code 15 · EIN 45-2098380 | Recordkeeping | $3,988 |
Filed as: MESIROW FINANCIAL, INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $282 |
Filed as: MERRILL LYNCH Service code 22 · EIN 13-2808480 | Insurance Broker | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $4,727 | $55,453-91.5% | $170,442-97.2% | $62,292-92.4% |
| Participation rate | 88.0% | 66.4%+21.6pp | 83.6%+4.4pp | 69.5%+18.5pp |
| Annual return | 13.03% | 21.38%-8.3pp | 205.93%-192.9pp | 28.90%-15.9pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,433-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,145 | $2,303-6.8% | $4,939-56.6% | $3,169-32.3% |
| Admin fee / account holder | $78 | $455-82.8% | $13,880-99.4% | $479-83.7% |