Filed June 7, 2013
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 Service code 15 · EIN 36-6071399 | Recordkeeping | $60,475 |
FARBER HASS HURLEY LLP4+ years Service code 10 · EIN 20-4207759 | Accounting | $21,935 |
TRUCKER HUSS1 year Service code 29 · EIN 94-3216063 | Legal | $5,503 |
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 | $26,910 | $34,242-21.4% | $76,523-64.8% | $75,289-64.3% |
| Participation rate | 87.0% | 43.9%+43.1pp | 68.0%+19.0pp | 72.4%+14.6pp |
| Annual return | -5.71% | -0.98%-4.7pp | -0.27%-5.4pp | -0.04%-5.7pp |
| Employer contribution / active EE | $582 | $975-40.3% | $2,647-78.0% | $2,405-75.8% |
| Participant deferral / active EE | $2,914 | $1,872+55.6% | $3,835-24.0% | $3,739-22.1% |
| Admin fee / account holder | $53 | $112-52.6% | $4,848-98.9% | $102-48.2% |