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 | $2,058 |
ASCENSUS LLC1 year Filed as: FUTURE PLAN BY ASCENSUS Service code 17 · EIN 82-3719843 P.O. BOX 55472 · BOSTON, MA 02205 | Pension Consulting | $735 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $155,493 | $79,428+95.8% | $106,548+45.9% | $79,386+95.9% |
| Participation rate | 69.3% | 74.1%-4.8pp | 76.1%-6.8pp | 70.7%-1.4pp |
| Annual return | 23.40% | 18.27%+5.1pp | 26.80%-3.4pp | 116.85%-93.5pp |
| Employer contribution / active EE | $971 | $2,234-56.5% | $2,819-65.5% | $2,427-60.0% |
| Participant deferral / active EE | $2,331 | $3,823-39.0% | $4,398-47.0% | $4,046-42.4% |
| Admin fee / account holder | $28 | $523-94.7% | $7,407-99.6% | $626-95.6% |