Filed April 24, 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 |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH10+ years Service code 26 · EIN 42-1445429 | Advisory (Participants) | $96,670 |
Filed as: NATIONAL BENEFIT SERVICES Service code 15 · EIN 20-3886993 | Recordkeeping | $16,825 |
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $11,552 |
BRINKER CAPITAL3 years Filed as: BRINKER CAPITAL INVESTMENTS Service code 28 · EIN 13-4109249 | Investment Management | $6,993 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,078 | $50,820-9.3% | $155,567-70.4% | $77,671-40.7% |
| Participation rate | 51.4% | 63.1%-11.7pp | 78.2%-26.8pp | 70.6%-19.2pp |
| Annual return | 12.84% | 34.85%-22.0pp | 64.74%-51.9pp | 31.21%-18.4pp |
| Employer contribution / active EE | $767 | $1,993-61.5% | $4,674-83.6% | $2,726-71.9% |
| Participant deferral / active EE | $2,180 | $2,823-22.8% | $5,628-61.3% | $4,648-53.1% |
| Admin fee / account holder | $42 | $436-90.3% | $15,916-99.7% | $430-90.2% |