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 BARNEY3 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $25,832 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $21,789 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,798 | $53,165-15.7% | $86,188-48.0% | $74,419-39.8% |
| Participation rate | 97.2% | 64.9%+32.3pp | 69.0%+28.2pp | 70.7%+26.4pp |
| Annual return | 17.57% | 22.64%-5.1pp | 1168.45%-1150.9pp | 34.38%-16.8pp |
| Employer contribution / active EE | $2,197 | $1,210+81.5% | $2,380-7.7% | $2,637-16.7% |
| Participant deferral / active EE | $5,073 | $3,234+56.9% | $3,985+27.3% | $4,528+12.0% |
| Admin fee / account holder | $129 | $551-76.6% | $6,852-98.1% | $348-62.9% |