Filed April 5, 2008 (most recent of 2 filings on file)
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 9-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 | $19,052 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC Service code 27 · EIN 13-2808480 | Advisory (Plan) | $15,151 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $85,221 | $37,426+127.7% | $77,482+10.0% | $79,858+6.7% |
| Participation rate | 62.9% | 41.5%+21.4pp | 54.2%+8.7pp | 69.6%-6.7pp |
| Annual return | 11.14% | 39.70%-28.6pp | 54.79%-43.6pp | 31.71%-20.6pp |
| Employer contribution / active EE | $1,237 | $637+94.3% | $986+25.4% | $2,471-49.9% |
| Participant deferral / active EE | $2,608 | $1,260+107.0% | $1,861+40.1% | $3,740-30.3% |
| Admin fee / account holder | $412 | $2,504-83.5% | $2,858-85.6% | $5,306-92.2% |