Filed January 21, 2003
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 |
|---|---|---|
NATIONAL BENEFIT SERVICES, LLC1+ years Filed as: NATIONAL BENEFIT SERVICES Service code 15 8523 SOUTH REDWOOD ROAD · WEST JORDAN, UT 84088 | Recordkeeping | $41,153 |
Filed as: CLARKE LANZEN SKALLA INVESTMENT Service code 49 4020 SOUTH 147TH STREET · OMAHA, NE 68137 | Other Services | $23,302 |
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $23,302 |
ARMANINO LLP1+ years Filed as: ARMANINO, LLP Service code 10 12657 ALCOSTA BLVD, STE 500 · SAN RAMON, CA 94583 | Accounting | $14,331 |
Annual investment return 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 | $30,132 | $44,229-31.9% | $155,790-80.7% | $55,191-45.4% |
| Participation rate | 90.5% | 60.8%+29.7pp | 76.1%+14.4pp | 69.2%+21.3pp |
| Annual return | -1.65% | 0.37%-2.0pp | 71.54%-73.2pp | 10.78%-12.4pp |
| Employer contribution / active EE | $1,820 | $1,317+38.1% | $3,836-52.6% | $1,899-4.2% |
| Participant deferral / active EE | $3,169 | $2,851+11.1% | $4,797-33.9% | $3,046+4.0% |
| Admin fee / account holder | $0 | $86-100.0% | $7,478-100.0% | $91-100.0% |