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 |
|---|---|---|
NATIONWIDE1+ years Service code 28 · EIN 31-1592130 0NE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $104,643 |
HICKS PENSION SERVICES1+ years Service code 14 · EIN 94-2158860 3459 W. SHAW AVENUE · FRESNO, CA 93711 | Plan Administrator | $6,125 |
Filed as: CLARKE LANZEN SKALLA INVSTMNTS FIRM Service code 28 · EIN 13-4109249 17065 WRIGHT STREET · OMAHA, NE 68130 | Investment Management | $2,855 |
CAMBRIDGE INVESTMENT RESEARCH1+ years Service code 28 · EIN 42-1445429 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 525568757 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $31,763 | $37,117-14.4% | $147,614-78.5% | $55,191-42.5% |
| Participation rate | 52.3% | 63.6%-11.3pp | 84.6%-32.3pp | 69.2%-16.8pp |
| Annual return | 1.58% | 3.44%-1.9pp | 61.98%-60.4pp | 10.78%-9.2pp |
| Employer contribution / active EE | $507 | $1,620-68.7% | $5,564-90.9% | $1,899-73.3% |
| Participant deferral / active EE | $1,426 | $1,985-28.2% | $4,895-70.9% | $3,046-53.2% |
| Admin fee / account holder | $0 | $86-100.0% | $11,611-100.0% | $91-100.0% |