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 | $63,100 |
FARBER HASS HURLEY LLP5+ years Service code 10 · EIN 20-4207759 | Accounting | $23,171 |
TRUCKER HUSS2 years Service code 29 · EIN 94-3216063 | Legal | $14,415 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $32,642 | $41,617-21.6% | $84,611-61.4% | $77,787-58.0% |
| Participation rate | 92.8% | 45.0%+47.7pp | 68.2%+24.5pp | 73.2%+19.6pp |
| Annual return | 23.98% | 24.97%-1.0pp | 258.74%-234.8pp | 32.57%-8.6pp |
| Employer contribution / active EE | $639 | $1,061-39.8% | $2,652-75.9% | $2,504-74.5% |
| Participant deferral / active EE | $3,331 | $2,129+56.5% | $3,899-14.6% | $3,967-16.0% |
| Admin fee / account holder | $57 | $121-52.5% | $4,912-98.8% | $100-42.6% |