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, LLC3+ years Filed as: NATIONAL BENEFIT SERVICES Service code 15 · EIN 20-3886993 | Recordkeeping | $58,263 |
Filed as: GOLDEN STATE WEALTH MANAGEMENT Service code 27 · EIN 46-3329328 | Advisory (Plan) | $36,988 |
NATIONWIDE3+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $26,871 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,894 | $42,419+83.6% | $104,294-25.3% | $77,9040% |
| Participation rate | 16.7% | 51.6%-34.8pp | 73.3%-56.5pp | 73.7%-56.9pp |
| Annual return | -17.95% | -11.16%-6.8pp | 24.61%-42.6pp | 12.21%-30.2pp |
| Employer contribution / active EE | $708 | $1,105-35.9% | $3,372-79.0% | $2,848-75.1% |
| Participant deferral / active EE | $879 | $1,992-55.9% | $4,625-81.0% | $4,806-81.7% |
| Admin fee / account holder | $296 | $117+152.5% | $7,339-96.0% | $133+123.5% |