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: TAX SHELTERED COMPENSATION INC. Service code 15 · EIN 41-0955056 | Recordkeeping | $4,161 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $1,128 |
MORGAN STANLEY SMITH BARNEY5+ 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 | $130,648 | $52,953+146.7% | $172,739-24.4% | $65,185+100.4% |
| Participation rate | 98.3% | 66.2%+32.1pp | 82.6%+15.7pp | 70.2%+28.1pp |
| Annual return | 21.18% | 30.12%-8.9pp | 802.84%-781.7pp | 29.38%-8.2pp |
| Employer contribution / active EE | $4,962 | $2,190+126.6% | $5,143-3.5% | $2,177+128.0% |
| Participant deferral / active EE | $6,055 | $2,471+145.1% | $5,198+16.5% | $3,514+72.3% |
| Admin fee / account holder | $24 | $472-94.9% | $13,954-99.8% | $847-97.2% |