Filed February 28, 2006 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $258,862 |
Filed as: NATIONAL BENEFIT SERVICES Service code 27 · EIN 20-3776883 | Advisory (Plan) | $1,500 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,050 | $53,136-28.4% | $155,509-75.5% | $199,593-80.9% |
| Participation rate | 97.5% | 64.1%+33.4pp | 78.2%+19.3pp | 72.0%+25.5pp |
| Annual return | 12.87% | 41.15%-28.3pp | 64.67%-51.8pp | 34.25%-21.4pp |
| Employer contribution / active EE | $0 | $1,851-100.0% | $4,672-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $4,094 | $3,161+29.5% | $5,626-27.2% | $5,087-19.5% |
| Admin fee / account holder | $116 | $185-37.4% | $15,912-99.3% | $269-56.8% |