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 SERVICES3+ years Filed as: HICKS PENSION SERVICES, INC. Service code 13 · EIN 94-2158860 3459 W. SHAW AVENUE · FRESNO, CA 93711 | Contract Administrator | $22,598 |
Filed as: MASSMUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $2,232 |
NFP RETIREMENT INC1 year Filed as: NFP SECURITIES INC Service code 22 · EIN 04-1590850 | 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 | $24,802 | $46,100-46.2% | $86,590-71.4% | $69,631-64.4% |
| Participation rate | 65.7% | 67.2%-1.5pp | 73.5%-7.9pp | 70.7%-5.0pp |
| Annual return | 14.22% | 21.02%-6.8pp | 964.84%-950.6pp | 27571.02%-27556.8pp |
| Employer contribution / active EE | $136 | $1,850-92.7% | $2,839-95.2% | $2,032-93.3% |
| Participant deferral / active EE | $1,624 | $2,432-33.2% | $3,609-55.0% | $3,224-49.6% |
| Admin fee / account holder | $64 | $94-32.3% | $4,906-98.7% | $110-42.5% |