Filed March 20, 2006 (most recent of 2 filings on file)
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 5-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 |
|---|---|---|
NATIONAL BENEFIT SERVICES, LLC1+ years Filed as: NATIONAL BENEFIT SERVICES Service code 15 · EIN 20-3886993 | Recordkeeping | $29,386 |
Filed as: GOLDEN STATE WEALTH MANAGEMENT Service code 27 · EIN 46-3329328 | Advisory (Plan) | $18,502 |
NATIONWIDE1+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $146,441 | $58,101+152.0% | $118,925+23.1% | $73,409+99.5% |
| Participation rate | 14.6% | 56.1%-41.5pp | 75.4%-60.7pp | 72.2%-57.5pp |
| Annual return | 0.00% | 20.56%-20.6pp | 35.88%-35.9pp | 59.29%-59.3pp |
| Employer contribution / active EE | $493 | $1,445-65.9% | $3,263-84.9% | $2,234-77.9% |
| Participant deferral / active EE | $429 | $2,400-82.1% | $4,265-89.9% | $3,805-88.7% |
| Admin fee / account holder | $284 | $138+105.8% | $6,581-95.7% | $158+80.0% |