Filed June 27, 2005 (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 |
|---|---|---|
RETIREMENT STRATEGIES, INC.1+ years Filed as: RETIREMENT STRATEGIES INC Service code 15 · EIN 58-2380163 | Recordkeeping | $1,819 |
Filed as: TRANSAMERICA Service code 15 · EIN 36-6071399 | Recordkeeping | $30 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 22 · EIN 26-4310632 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,912 | $27,330-12.5% | $67,711-64.7% | $55,191-56.7% |
| Participation rate | 12.1% | 47.5%-35.4pp | 67.5%-55.4pp | 69.2%-57.1pp |
| Annual return | -0.75% | 8.81%-9.6pp | 25.41%-26.2pp | 10.78%-11.5pp |
| Employer contribution / active EE | $189 | $855-77.9% | $2,559-92.6% | $1,899-90.1% |
| Participant deferral / active EE | $535 | $1,709-68.7% | $3,585-85.1% | $3,046-82.4% |
| Admin fee / account holder | $6 | $109-94.5% | $4,255-99.9% | $91-93.4% |