Filed January 19, 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 |
|---|---|---|
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE · COLUMBUS, OH 43215 | Recordkeeping | $46,476 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 13 · EIN 01-0233346 | Contract Administrator | $22,824 |
PENSION FINANCIAL SERVICES, INC.4+ years Service code 13 3700 CRESTWOOD PKWY · DULUTH, GA 300967157 | Contract Administrator | $19,360 |
Filed as: CAMBRIDGE WEALTH Service code 27 · EIN 27-0397626 | Advisory (Plan) | $18,676 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $40,662 | $77,559-47.6% | $68,793-40.9% | $75,289-46.0% |
| Participation rate | 24.9% | 78.3%-53.4pp | 72.2%-47.4pp | 72.4%-47.6pp |
| Annual return | -5.21% | -1.01%-4.2pp | -4.63%-0.6pp | -0.04%-5.2pp |
| Employer contribution / active EE | $438 | $1,993-78.0% | $2,625-83.3% | $2,405-81.8% |
| Participant deferral / active EE | $886 | $3,128-71.7% | $3,311-73.3% | $3,739-76.3% |
| Admin fee / account holder | $255 | $90+182.5% | $5,131-95.0% | $102+149.6% |