Filed March 23, 2006
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 |
|---|---|---|
Filed as: TRANSAMERIA LIFE INSURANCE CO Service code 15 · EIN 39-0989781 | Recordkeeping | $14,294 |
AVINTUS2+ years Filed as: AVINTUS, LLC Service code 15 · EIN 04-3682160 | Recordkeeping | $400 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 22 · EIN 26-4310632 | Insurance Broker | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $18,893 | $52,884-64.3% | $84,750-77.7% | $55,167-65.8% |
| Participation rate | 74.0% | 67.5%+6.5pp | 76.6%-2.6pp | 69.0%+5.0pp |
| Annual return | 6.30% | 18.03%-11.7pp | 22.78%-16.5pp | 169.23%-162.9pp |
| Employer contribution / active EE | $0 | $2,233-100.0% | $3,574-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,169 | $2,644-55.8% | $3,712-68.5% | $3,054-61.7% |
| Admin fee / account holder | $94 | $581-83.9% | $5,332-98.2% | $504-81.4% |