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 |
|---|---|---|
USI CONSULTING GROUP9+ years Service code 12 · EIN 06-1053228 | Participant loan processing; Trustee ... | $7,314 |
CITRIN COOPERMAN2 years Filed as: CITRIN COOPERMAN & COMPANY Service code 10 · EIN 22-2428965 | Accounting | $5,512 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,230 | $91,762+17.9% | $67,502+60.3% | $77,643+39.4% |
| Participation rate | 53.3% | 75.9%-22.6pp | 72.9%-19.6pp | 70.6%-17.3pp |
| Annual return | 14.36% | 14.87%-0.5pp | 3512.12%-3497.8pp | 31.24%-16.9pp |
| Employer contribution / active EE | $3,519 | $3,181+10.6% | $2,731+28.9% | $2,726+29.1% |
| Participant deferral / active EE | $3,947 | $3,903+1.1% | $4,000-1.3% | $4,647-15.1% |
| Admin fee / account holder | $28 | $176-84.2% | $3,998-99.3% | $430-93.5% |