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 | $14,069 |
AVINTUS3+ years Filed as: AVINTUS, LLC Service code 15 · EIN 04-3682160 | Recordkeeping | $750 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 22 · EIN 26-4310632 | Insurance Broker | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $16,658 | $58,726-71.6% | $92,233-81.9% | $62,292-73.3% |
| Participation rate | 72.2% | 68.3%+3.8pp | 76.5%-4.3pp | 69.5%+2.7pp |
| Annual return | 12.12% | 43.62%-31.5pp | 176.28%-164.2pp | 28.90%-16.8pp |
| Employer contribution / active EE | $621 | $2,392-74.0% | $3,679-83.1% | $2,042-69.6% |
| Participant deferral / active EE | $1,477 | $2,766-46.6% | $3,897-62.1% | $3,169-53.4% |
| Admin fee / account holder | $88 | $556-84.1% | $5,194-98.3% | $479-81.6% |