Filed March 3, 1993
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 LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $6,545 |
NFP RETIREMENT INC1+ years Filed as: NFP SECURITIES Service code 22 · EIN 74-2794194 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,983 | $46,360-78.5% | $147,614-93.2% | $52,331-80.9% |
| Participation rate | 67.3% | 64.9%+2.4pp | 84.6%-17.3pp | 68.1%-0.8pp |
| Annual return | -1.54% | 1.62%-3.2pp | 61.98%-63.5pp | 4.54%-6.1pp |
| Employer contribution / active EE | $400 | $2,126-81.2% | $5,564-92.8% | $1,882-78.7% |
| Participant deferral / active EE | $1,395 | $2,258-38.2% | $4,895-71.5% | $3,022-53.8% |
| Admin fee / account holder | $16 | $766-97.9% | $11,611-99.9% | $592-97.2% |