Filed May 22, 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 CO Service code 15 · EIN 36-6071399 | Recordkeeping | $3,827 |
Filed as: MASS MUTUAL Service code 15 · EIN 06-0974148 | Recordkeeping | $2,535 |
WIPFLI LLP3+ years Filed as: WIPFLI, LLP Service code 15 · EIN 39-0758449 | Recordkeeping | $450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $32,602 | $47,977-32.0% | $154,107-78.8% | $56,287-42.1% |
| Participation rate | 49.1% | 66.2%-17.1pp | 83.0%-33.9pp | 69.9%-20.8pp |
| Annual return | 7.13% | 3.54%+3.6pp | 735.12%-728.0pp | -9.96%+17.1pp |
| Employer contribution / active EE | $364 | $2,169-83.2% | $5,298-93.1% | $2,111-82.8% |
| Participant deferral / active EE | $1,054 | $2,392-56.0% | $5,081-79.3% | $3,350-68.5% |
| Admin fee / account holder | $53 | $438-88.0% | $13,411-99.6% | $521-89.9% |