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.4+ years Filed as: RETIREMENT STRATEGIES INC Service code 15 · EIN 58-2380163 | Recordkeeping | $2,160 |
Filed as: TRANSAMERICA Service code 15 · EIN 36-6071399 | Recordkeeping | $160 |
MORGAN STANLEY SMITH BARNEY4+ 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 | $21,224 | $44,473-52.3% | $76,523-72.3% | $55,725-61.9% |
| Participation rate | 22.2% | 51.0%-28.8pp | 68.0%-45.8pp | 70.9%-48.7pp |
| Annual return | -6.34% | -2.01%-4.3pp | -0.27%-6.1pp | 244.93%-251.3pp |
| Employer contribution / active EE | $209 | $1,101-81.0% | $2,647-92.1% | $2,078-89.9% |
| Participant deferral / active EE | $652 | $1,988-67.2% | $3,835-83.0% | $3,356-80.6% |
| Admin fee / account holder | $10 | $134-92.3% | $4,848-99.8% | $115-91.0% |