Filed October 25, 1991
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 | $2,041 |
PENSION WORKS, INC.4+ years Filed as: PENSION WORKS, INC Service code 17 · EIN 03-0359635 382 HERCULES DRIVE · COLCHESTER, VT 05446 | Pension Consulting | $1,680 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 49 · EIN 26-4310632 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $114,014 | $66,310+71.9% | $93,606+21.8% | $65,185+74.9% |
| Participation rate | 89.4% | 74.0%+15.4pp | 75.8%+13.6pp | 70.2%+19.2pp |
| Annual return | 3.89% | 42.58%-38.7pp | 32.76%-28.9pp | 29.38%-25.5pp |
| Employer contribution / active EE | $1,212 | $2,012-39.8% | $2,718-55.4% | $2,177-44.3% |
| Participant deferral / active EE | $3,013 | $3,342-9.8% | $4,069-25.9% | $3,514-14.2% |
| Admin fee / account holder | $30 | $6,897-99.6% | $7,888-99.6% | $847-96.5% |