Filed October 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 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 |
|---|---|---|
INWEST RETIREMENT SOLUTIONS1+ years Service code 12 3300 NORTH A STREET · MIDLAND, TX 79705 | Contract Administrator; Claims proces... | $67,496 |
NATIONWIDE1+ years Service code 51 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Mgmt Fees | $60,344 |
CAMBRIDGE INVESTMENT RESEARCH1+ years Service code 68 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Soft dollars commissions | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,705 | $88,646-73.3% | $90,223-73.7% | $59,188-60.0% |
| Participation rate | 52.2% | 84.8%-32.5pp | 79.0%-26.8pp | 69.4%-17.2pp |
| Annual return | -0.50% | 11.82%-12.3pp | 1.31%-1.8pp | 5.51%-6.0pp |
| Employer contribution / active EE | $1,998 | $5,463-63.4% | $4,378-54.4% | $2,098-4.8% |
| Participant deferral / active EE | $3,131 | $6,586-52.5% | $5,792-46.0% | $3,265-4.1% |
| Admin fee / account holder | $18 | $63-71.6% | $7,406-99.8% | $92-80.6% |