Filed March 10, 2015 (most recent of 5 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 |
|---|---|---|
RUSSELL TRUST COMPANY10+ years Service code 21 · EIN 91-1116938 | Bank Trustee | $109,606 |
USI CONSULTING GROUP2 years Filed as: USI CONSULTING GROUP, INC. Service code 11 · EIN 06-1053228 95 GLASTONBURY BLVD #102 · GLASTONBURY, CT 060334417 | Actuarial | $37,260 |
ADVUS FINANCIAL PARTNERS LLC4 years Filed as: ADVUS FINANCIAL PARTNERS, LLC Service code 20 · EIN 85-4001199 | Trustee (individual) | $36,867 |
See 1 actuary disclosure. $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.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $57,974-100.0% | $105,290-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 19.2%-19.2pp | 12.3%-12.3pp | 17.1%-17.1pp |
| Annual return | -0.01% | 8.98%-9.0pp | 52.39%-52.4pp | 9.82%-9.8pp |
| Employer contribution / active EE | $45,881 | $17,759+158.4% | $23,486+95.4% | $13,587+237.7% |
| Participant deferral / active EE | $0 | $27-100.0% | $224-100.0% | $81-100.0% |
| Admin fee / account holder | $0 | $1,488-100.0% | $4,431-100.0% | $2,893-100.0% |