Filed August 31, 2015 (most recent of 2 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; Recordkeeping and ... | $667,944 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY DEAN WITTER Service code 16 · EIN 13-3689044 | Consulting | $258,057 |
Filed as: HEALTHCARE COMMISSION SECURITIES CO Service code 16 | Consulting | $89,459 |
Filed as: HEALTHCARE COMMISSION SECUR CO Service code 16 · EIN 04-3523567 ONE EMPIRE DRIVE · RENSSELAER, NY 12144 | Consulting | $0 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,041 | $53,136+61.9% | $155,509-44.7% | $199,593-56.9% |
| Participation rate | 98.4% | 64.1%+34.4pp | 78.2%+20.3pp | 72.0%+26.5pp |
| Annual return | 14.82% | 41.15%-26.3pp | 64.67%-49.8pp | 34.25%-19.4pp |
| Employer contribution / active EE | $3,023 | $1,851+63.3% | $4,672-35.3% | $3,034-0.4% |
| Participant deferral / active EE | $6,246 | $3,161+97.6% | $5,626+11.0% | $5,087+22.8% |
| Admin fee / account holder | $156 | $185-15.7% | $15,912-99.0% | $269-41.8% |