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 SOLUTIONS11+ years Service code 12 · EIN 13-3689044 | Recordkeeping fees; Recordkeeping and... | $115,879 |
MORGAN STANLEY SMITH BARNEY11+ years Filed as: MORGAN STANLEY DEAN WITTER Service code 16 ONE NEW YORK PLAZA · NEW YORK, NY 10004 | Consulting | $7,500 |
NATIONAL FINANCIAL SERVICES11+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,279 | $131,799+43.6% | $200,582-5.6% | $85,563+121.2% |
| Participation rate | 98.6% | 87.9%+10.7pp | 86.9%+11.8pp | 66.0%+32.7pp |
| Annual return | 14.76% | 21.59%-6.8pp | 42.33%-27.6pp | 31.51%-16.8pp |
| Employer contribution / active EE | $9,450 | $4,532+108.5% | $6,419+47.2% | $2,654+256.1% |
| Participant deferral / active EE | $7,831 | $7,702+1.7% | $9,331-16.1% | $4,375+79.0% |
| Admin fee / account holder | $268 | $235+14.1% | $16,305-98.4% | $834-67.8% |