Filed July 8, 2010 (most recent of 3 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 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 Service code 15 8523 SOUTH REDWOOD ROAD · WEST JORDAN, UT 840889311 | Recordkeeping | $42,904 |
LOCKTON INVESTMENT ADVISORS, LLC1+ years Filed as: LOCKTON FINANCIAL ADVISORS, LLC Service code 22 PO BOX 219153 · KANSAS CITY, MO 641219153 | Insurance Broker | $27,612 |
NATIONAL BENEFIT SERVICES, LLC1+ years Filed as: NATIONAL BENEFIT SERVICES Service code 15 | Recordkeeping | $5,982 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,326 | $32,913-68.6% | $80,004-87.1% | $59,188-82.6% |
| Participation rate | 15.5% | 56.9%-41.4pp | 73.0%-57.5pp | 69.4%-53.9pp |
| Annual return | -0.83% | 1.16%-2.0pp | 7.63%-8.5pp | 5.51%-6.3pp |
| Employer contribution / active EE | $0 | $789-100.0% | $2,473-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $165 | $1,686-90.2% | $3,204-94.9% | $3,265-95.0% |
| Admin fee / account holder | $2 | $40-95.7% | $5,033-100.0% | $92-98.1% |