Filed January 6, 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 |
|---|---|---|
HICKS PENSION SERVICES2+ years Filed as: HICKS PENSION SERVICES, INC. Service code 13 · EIN 94-2158860 3459 W. SHAW AVENUE · FRESNO, CA 93711 | Contract Administrator | $21,411 |
Filed as: MASSMUTUAL LIFE INSURNCE Service code 15 · EIN 04-1590850 | Recordkeeping | $2,026 |
NFP RETIREMENT INC1 year Filed as: NFP INSURANCE SERVICES INC. Service code 22 · EIN 74-2470431 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $21,959 | $39,859-44.9% | $78,689-72.1% | $57,658-61.9% |
| Participation rate | 60.5% | 66.1%-5.5pp | 73.6%-13.0pp | 70.2%-9.7pp |
| Annual return | 6.50% | 18.96%-12.5pp | 62.18%-55.7pp | 5.13%+1.4pp |
| Employer contribution / active EE | $120 | $1,786-93.3% | $2,851-95.8% | $1,974-93.9% |
| Participant deferral / active EE | $1,406 | $2,248-37.5% | $3,517-60.0% | $3,061-54.1% |
| Admin fee / account holder | $63 | $76-17.7% | $4,510-98.6% | $95-33.7% |