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 | $18,063 |
FIRST PARTY ADMINISTRATOR, LLC3+ years Service code 15 · EIN 46-2023154 | Recordkeeping | $14,094 |
Filed as: MESIROW FINANCIAL, INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $327 |
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.
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 | $7,718 | $47,977-83.9% | $154,107-95.0% | $56,287-86.3% |
| Participation rate | 72.2% | 66.2%+6.0pp | 83.0%-10.9pp | 69.9%+2.3pp |
| Annual return | 12.28% | 3.54%+8.7pp | 735.12%-722.8pp | -9.96%+22.2pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,244 | $2,392-48.0% | $5,081-75.5% | $3,350-62.9% |
| Admin fee / account holder | $167 | $438-62.0% | $13,411-98.8% | $521-68.0% |