Filed September 8, 2006
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 LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $30,128 |
BRABO & CARLSEN LLP2+ years Filed as: BRABO AND CARLSEN LLP Service code 10 · EIN 33-0306529 | Accounting | $16,000 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 22 · EIN 26-4310632 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $31,922 | $34,495-7.5% | $78,689-59.4% | $63,975-50.1% |
| Participation rate | 42.0% | 60.8%-18.8pp | 73.6%-31.6pp | 71.1%-29.1pp |
| Annual return | 5.68% | 11.62%-5.9pp | 62.18%-56.5pp | 48.65%-43.0pp |
| Employer contribution / active EE | $519 | $1,398-62.9% | $2,851-81.8% | $2,182-76.2% |
| Participant deferral / active EE | $1,781 | $2,100-15.2% | $3,517-49.3% | $3,356-46.9% |
| Admin fee / account holder | $40 | $68-40.8% | $4,510-99.1% | $70-42.9% |