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, LLC4+ years Filed as: NATIONAL BENEFIT SERVICES Service code 15 · EIN 20-3886993 | Recordkeeping | $42,363 |
Filed as: GOLDEN STATE WEALTH MANAGEMENT Service code 27 · EIN 46-3329328 | Advisory (Plan) | $39,084 |
NATIONWIDE4+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $30,819 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $69,114 | $50,287+37.4% | $112,229-38.4% | $80,160-13.8% |
| Participation rate | 18.5% | 52.9%-34.4pp | 72.4%-53.9pp | 72.9%-54.4pp |
| Annual return | 17.76% | 19.72%-2.0pp | 30.20%-12.4pp | 40.38%-22.6pp |
| Employer contribution / active EE | $679 | $1,211-43.9% | $3,430-80.2% | $2,978-77.2% |
| Participant deferral / active EE | $877 | $2,265-61.3% | $4,798-81.7% | $5,017-82.5% |
| Admin fee / account holder | $498 | $116+328.6% | $7,748-93.6% | $145+243.4% |