Filed April 22, 2014
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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $16,019 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $14,900 |
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 | $45,231 | $42,353+6.8% | $79,550-43.1% | $64,808-30.2% |
| Participation rate | 95.8% | 64.8%+31.0pp | 69.5%+26.3pp | 71.5%+24.3pp |
| Annual return | -15.51% | -12.24%-3.3pp | 0.16%-15.7pp | 32.82%-48.3pp |
| Employer contribution / active EE | $1,735 | $1,181+47.0% | $2,413-28.1% | $2,506-30.8% |
| Participant deferral / active EE | $5,068 | $3,170+59.9% | $3,985+27.2% | $4,310+17.6% |
| Admin fee / account holder | $101 | $160-36.9% | $6,832-98.5% | $188-46.4% |