Filed June 23, 2003
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 GROUP1 year Service code 12 · EIN 06-1053228 | Trustee (directed); Recordkeeping fee... | $7,652 |
TIAA1 year Filed as: TIAA-CREF Service code 12 · EIN 13-1624203 | Recordkeeping and information managem... | $783 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $147,649 | $60,795+142.9% | $69,455+112.6% | $65,185+126.5% |
| Participation rate | 31.2% | 74.9%-43.7pp | 74.6%-43.4pp | 70.2%-39.0pp |
| Annual return | 6.71% | 17.46%-10.7pp | 28.97%-22.3pp | 29.38%-22.7pp |
| Employer contribution / active EE | $10,082 | $2,452+311.2% | $2,779+262.8% | $2,177+363.2% |
| Participant deferral / active EE | $5,303 | $3,162+67.7% | $3,535+50.0% | $3,514+50.9% |
| Admin fee / account holder | $17 | $314-94.6% | $3,839-99.6% | $847-98.0% |