Filed July 20, 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 |
|---|---|---|
NATIONWIDE1 year Service code 15 · EIN 31-4156830 | Recordkeeping | $78,642 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 28 · EIN 20-1665305 | Investment Management | $54,086 |
Filed as: NATIONAL BENEFIT SERVICES Service code 15 · EIN 20-3886993 | Recordkeeping | $7,182 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,472 | $56,095-59.9% | $178,490-87.4% | $90,288-75.1% |
| Participation rate | 83.2% | 65.6%+17.6pp | 81.9%+1.2pp | 73.4%+9.8pp |
| Annual return | 13.94% | 28.81%-14.9pp | 151.07%-137.1pp | 53.97%-40.0pp |
| Employer contribution / active EE | $337 | $1,572-78.6% | $5,011-93.3% | $2,524-86.7% |
| Participant deferral / active EE | $2,061 | $2,669-22.8% | $5,202-60.4% | $4,232-51.3% |
| Admin fee / account holder | $128 | $101+26.7% | $13,984-99.1% | $114+11.8% |