Filed November 21, 2008
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 |
|---|---|---|
USI CONSULTING GROUP5+ years Service code 12 · EIN 06-1053228 | Claims processing; Account maintenanc... | $9,599 |
TIAA5+ years Filed as: TIAA-CREF Service code 10 · EIN 13-1624203 | Accounting | $1,488 |
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 | $72,438 | $60,795+19.2% | $69,455+4.3% | $65,185+11.1% |
| Participation rate | 95.7% | 74.9%+20.9pp | 74.6%+21.1pp | 70.2%+25.5pp |
| Annual return | 21.20% | 17.46%+3.7pp | 28.97%-7.8pp | 29.38%-8.2pp |
| Employer contribution / active EE | $6,705 | $2,452+173.4% | $2,779+141.3% | $2,177+208.0% |
| Participant deferral / active EE | $5,265 | $3,162+66.5% | $3,535+48.9% | $3,514+49.8% |
| Admin fee / account holder | $28 | $314-91.0% | $3,839-99.3% | $847-96.7% |