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 | $2,531 |
PENSION WORKS, INC.5+ years Filed as: PENSION WORKS, INC Service code 17 · EIN 03-0359635 382 HERCULES DRIVE · COLCHESTER, VT 05446 | Pension Consulting | $1,785 |
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 | $112,510 | $70,908+58.7% | $98,907+13.8% | $73,488+53.1% |
| Participation rate | 84.6% | 73.8%+10.8pp | 76.0%+8.5pp | 70.7%+13.9pp |
| Annual return | -4.54% | 34.17%-38.7pp | 196.43%-201.0pp | 28.51%-33.1pp |
| Employer contribution / active EE | $1,169 | $2,036-42.6% | $2,689-56.5% | $2,270-48.5% |
| Participant deferral / active EE | $3,053 | $3,500-12.8% | $4,244-28.1% | $3,740-18.3% |
| Admin fee / account holder | $37 | $535-93.1% | $6,642-99.4% | $513-92.8% |