Filed June 5, 2014
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 |
|---|---|---|
CITRIN COOPERMAN1 year Filed as: CITRIN COOPERMAN & COMPANY Service code 10 · EIN 22-2428965 | Accounting | $16,200 |
USI CONSULTING GROUP8+ years Service code 12 · EIN 06-1053228 | Recordkeeping and information managem... | $5,808 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,307 | $83,884+14.8% | $64,056+50.3% | $74,419+29.4% |
| Participation rate | 65.1% | 76.6%-11.5pp | 72.3%-7.2pp | 70.7%-5.7pp |
| Annual return | 10.31% | 16.57%-6.3pp | 33.69%-23.4pp | 34.38%-24.1pp |
| Employer contribution / active EE | $4,041 | $3,084+31.0% | $2,747+47.1% | $2,637+53.2% |
| Participant deferral / active EE | $4,408 | $3,692+19.4% | $3,880+13.6% | $4,528-2.6% |
| Admin fee / account holder | $50 | $196-74.7% | $3,068-98.4% | $348-85.8% |