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.3+ years Filed as: RETIREMENT STRATEGIES INC Service code 15 · EIN 58-2380163 | Recordkeeping | $2,010 |
Filed as: TRANSAMERICA Service code 15 · EIN 36-6071399 | Recordkeeping | $240 |
MORGAN STANLEY SMITH BARNEY3+ 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 | $23,246 | $31,424-26.0% | $81,478-71.5% | $69,631-66.6% |
| Participation rate | 24.4% | 50.8%-26.5pp | 68.0%-43.6pp | 70.7%-46.3pp |
| Annual return | 18.09% | 22.44%-4.3pp | 38.78%-20.7pp | 27571.02%-27552.9pp |
| Employer contribution / active EE | $248 | $1,029-75.9% | $2,568-90.3% | $2,032-87.8% |
| Participant deferral / active EE | $751 | $1,838-59.1% | $3,537-78.8% | $3,224-76.7% |
| Admin fee / account holder | $11 | $103-89.1% | $4,561-99.8% | $110-89.9% |