Filed November 10, 2003
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 FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $1,030 |
Filed as: TAX SHELTERED COMPENSATION INC. Service code 15 · EIN 41-0955056 | Recordkeeping | $895 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 22 · EIN 26-4310632 | Insurance Broker | $0 |
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 | $117,131 | $55,453+111.2% | $170,442-31.3% | $62,292+88.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 19.51% | 21.38%-1.9pp | 205.93%-186.4pp | 28.90%-9.4pp |
| Employer contribution / active EE | $5,338 | $2,164+146.7% | $5,433-1.7% | $2,042+161.4% |
| Participant deferral / active EE | $5,992 | $2,303+160.2% | $4,939+21.3% | $3,169+89.1% |
| Admin fee / account holder | $9 | $455-97.9% | $13,880-99.9% | $479-98.1% |