Filed October 18, 2004
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: TRANSAMERICA RETIREMENT SOLUTIONS C Service code 15 · EIN 13-3689044 | Recordkeeping | $43,807 |
Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 22 | Insurance Broker | $29,877 |
Service code 22 · EIN 51-0116113 | Insurance Broker | $0 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 22 · EIN 26-4310632 | Insurance Broker | $0 |
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 | $29,362 | $36,916-20.5% | $156,549-81.2% | $57,658-49.1% |
| Participation rate | 97.4% | 63.4%+33.9pp | 84.0%+13.4pp | 70.2%+27.1pp |
| Annual return | 10.68% | 12.38%-1.7pp | 32.23%-21.6pp | 5.13%+5.5pp |
| Employer contribution / active EE | $1,433 | $1,571-8.7% | $5,501-73.9% | $1,974-27.4% |
| Participant deferral / active EE | $5,111 | $1,926+165.4% | $4,871+4.9% | $3,061+67.0% |
| Admin fee / account holder | $102 | $82+23.8% | $13,027-99.2% | $95+8.0% |