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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
RETIREMENT STRATEGIES, INC.1+ years Service code 15 · EIN 58-2380163 | Recordkeeping | $37,952 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $15,897 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 22 · EIN 26-4310632 | Insurance Broker | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $12,769 | $31,370-59.3% | $74,583-82.9% | $63,975-80.0% |
| Participation rate | 77.6% | 42.6%+35.0pp | 68.1%+9.5pp | 71.1%+6.4pp |
| Annual return | 10.36% | -105.16%+115.5pp | 20.47%-10.1pp | 48.65%-38.3pp |
| Employer contribution / active EE | $307 | $822-62.7% | $2,525-87.9% | $2,182-85.9% |
| Participant deferral / active EE | $1,510 | $1,560-3.2% | $3,458-56.3% | $3,356-55.0% |
| Admin fee / account holder | $47 | $77-39.2% | $4,138-98.9% | $70-33.7% |