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 |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $86,814 |
HICKS PENSION SERVICES3+ years Service code 15 · EIN 94-2158860 | Recordkeeping | $9,465 |
CLS INVESTMENTS1 year Service code 28 · EIN 13-4109249 | Investment Management | $6,238 |
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 | $36,173 | $46,173-21.7% | $170,442-78.8% | $69,631-48.0% |
| Participation rate | 54.4% | 63.9%-9.5pp | 83.6%-29.2pp | 70.7%-16.3pp |
| Annual return | 18.38% | 21.62%-3.2pp | 205.93%-187.6pp | 27571.02%-27552.6pp |
| Employer contribution / active EE | $556 | $1,610-65.4% | $5,433-89.8% | $2,032-72.6% |
| Participant deferral / active EE | $1,460 | $2,080-29.8% | $4,939-70.4% | $3,224-54.7% |
| Admin fee / account holder | $265 | $116+128.8% | $13,880-98.1% | $110+140.3% |