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, LLC4+ years Service code 15 8523 SOUTH REDWOOD ROAD · WEST JORDAN, UT 840889311 | Recordkeeping | $28,280 |
NATIONAL BENEFIT SERVICES, LLC4+ years Filed as: NATIONAL BENEFIT SERVICES Service code 15 | Recordkeeping | $6,475 |
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.
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 | $15,629 | $35,366-55.8% | $90,645-82.8% | $75,289-79.2% |
| Participation rate | 16.1% | 57.3%-41.2pp | 74.0%-58.0pp | 72.4%-56.4pp |
| Annual return | -4.73% | -2.19%-2.5pp | 1.88%-6.6pp | -0.04%-4.7pp |
| Employer contribution / active EE | $0 | $916-100.0% | $2,532-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $237 | $1,998-88.1% | $3,425-93.1% | $3,739-93.7% |
| Admin fee / account holder | $2 | $59-97.0% | $4,994-100.0% | $102-98.3% |