Filed February 1, 2006 (most recent of 4 filings on file)
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 |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Claims processing; Direct payment fro... | $86,624 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY DEAN WITTER Service code 16 ONE NEW YORK PLAZA · NEW YORK, NY 10004 | Consulting | $7,500 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,510 | $129,021+48.4% | $184,203+4.0% | $77,643+146.7% |
| Participation rate | 96.5% | 87.3%+9.2pp | 86.8%+9.7pp | 70.6%+25.9pp |
| Annual return | 14.03% | 33.27%-19.2pp | 28.81%-14.8pp | 31.24%-17.2pp |
| Employer contribution / active EE | $8,966 | $4,413+103.2% | $6,427+39.5% | $2,726+228.9% |
| Participant deferral / active EE | $7,581 | $7,297+3.9% | $9,131-17.0% | $4,647+63.1% |
| Admin fee / account holder | $217 | $254-14.5% | $13,901-98.4% | $430-49.6% |