Filed December 10, 2005
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 8-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 |
|---|---|---|
NBC SECURITIES INC4 years Filed as: NBC SECURITIES, INC. Service code 21 · EIN 63-0923499 | Bank Trustee | $13,215 |
LPL FINANCIAL1 year Service code 21 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 921213091 | Bank Trustee | $5,383 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,975 | $52,293-80.9% | $178,490-94.4% | $73,409-86.4% |
| Participation rate | 42.3% | 65.3%-23.1pp | 81.9%-39.7pp | 72.2%-29.9pp |
| Annual return | 14.95% | 34.75%-19.8pp | 151.07%-136.1pp | 59.29%-44.3pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $0 | $2,332-100.0% | $5,202-100.0% | $3,805-100.0% |
| Admin fee / account holder | $42 | $127-66.8% | $13,984-99.7% | $158-73.2% |