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 | $21,409 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC Service code 27 · EIN 13-2808480 | Advisory (Plan) | $17,920 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $90,433 | $39,286+130.2% | $80,716+12.0% | $79,386+13.9% |
| Participation rate | 55.4% | 41.0%+14.4pp | 54.2%+1.2pp | 70.7%-15.3pp |
| Annual return | 10.71% | 98.95%-88.2pp | 87.28%-76.6pp | 116.85%-106.1pp |
| Employer contribution / active EE | $1,145 | $594+92.8% | $1,160-1.3% | $2,427-52.8% |
| Participant deferral / active EE | $2,292 | $1,264+81.4% | $2,146+6.8% | $4,046-43.3% |
| Admin fee / account holder | $463 | $647-28.5% | $3,380-86.3% | $626-26.1% |