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 |
|---|---|---|
NATIONWIDE2+ years Service code 28 · EIN 31-1592130 0NE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $114,786 |
HICKS PENSION SERVICES2+ years Service code 14 · EIN 94-2158860 3459 W. SHAW AVENUE · FRESNO, CA 93711 | Plan Administrator | $26,253 |
CAMBRIDGE INVESTMENT RESEARCH2+ 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 | $33,542 | $36,916-9.1% | $156,549-78.6% | $57,658-41.8% |
| Participation rate | 56.4% | 63.4%-7.0pp | 84.0%-27.6pp | 70.2%-13.8pp |
| Annual return | 12.38% | 12.38%0pp | 32.23%-19.8pp | 5.13%+7.3pp |
| Employer contribution / active EE | $534 | $1,571-66.0% | $5,501-90.3% | $1,974-73.0% |
| Participant deferral / active EE | $1,405 | $1,926-27.0% | $4,871-71.2% | $3,061-54.1% |
| Admin fee / account holder | $274 | $82+232.2% | $13,027-97.9% | $95+189.9% |