Filed June 14, 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 |
|---|---|---|
NATIONWIDE2+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $58,730 |
Filed as: BENEFIT PLANS, INC. Service code 15 16924 FRANCES ST, STE 100 · OMAHA, NE 68130 | Recordkeeping | $14,804 |
DA DAVIDSON & CO2+ years Filed as: D A DAVIDSON & CO Service code 27 8 THIRD STREET NORTH · GREAT FALLS, MT 59401 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $29,993 | $39,819-24.7% | $67,834-55.8% | $57,658-48.0% |
| Participation rate | 59.2% | 61.2%-2.1pp | 68.8%-9.6pp | 70.2%-11.0pp |
| Annual return | 5.45% | 9.19%-3.7pp | 138.47%-133.0pp | 5.13%+0.3pp |
| Employer contribution / active EE | $608 | $1,277-52.4% | $2,403-74.7% | $1,974-69.2% |
| Participant deferral / active EE | $1,675 | $2,209-24.2% | $3,160-47.0% | $3,061-45.3% |
| Admin fee / account holder | $51 | $84-39.6% | $4,622-98.9% | $95-46.6% |