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 | $1,733 |
ASCENSUS LLC2 years Filed as: FUTURE PLAN BY ASCENSUS Service code 17 · EIN 82-3719843 P.O. BOX 55472 · BOSTON, MA 02205 | Pension Consulting | $630 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,834 | $73,004+118.9% | $90,749+76.1% | $68,494+133.4% |
| Participation rate | 84.4% | 70.8%+13.6pp | 75.7%+8.8pp | 67.9%+16.6pp |
| Annual return | 3.97% | -13.81%+17.8pp | -12.16%+16.1pp | -7.84%+11.8pp |
| Employer contribution / active EE | $1,323 | $2,193-39.7% | $2,921-54.7% | $2,596-49.1% |
| Participant deferral / active EE | $3,463 | $3,627-4.5% | $4,564-24.1% | $4,027-14.0% |
| Admin fee / account holder | $25 | $5,896-99.6% | $8,445-99.7% | $5,403-99.5% |