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 | $11,355 |
Filed as: VANCE FLOUHOUSE & GARGES PLLC Service code 10 · EIN 26-0005391 | Accounting | $6,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $17,280 | $55,453-68.8% | $170,442-89.9% | $62,292-72.3% |
| Participation rate | 59.1% | 66.4%-7.2pp | 83.6%-24.5pp | 69.5%-10.4pp |
| Annual return | 14.02% | 21.38%-7.4pp | 205.93%-191.9pp | 28.90%-14.9pp |
| Employer contribution / active EE | $280 | $2,164-87.1% | $5,433-94.8% | $2,042-86.3% |
| Participant deferral / active EE | $970 | $2,303-57.9% | $4,939-80.4% | $3,169-69.4% |
| Admin fee / account holder | $70 | $455-84.6% | $13,880-99.5% | $479-85.4% |