Filed January 5, 2015
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 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Redemption fees; Participant loan pro... | $7,499 |
COHN REZNICK LLP2 years Filed as: COHN REZNICK Service code 10 · EIN 22-1478099 350 CHURCH STREET · HARTFORD, CT 06103 | Accounting | $7,000 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 1945 NORTHWESTERN DRIVE · EL PASO, TX 79912 | Bank Trustee | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,154 | $125,758+78.2% | $169,993+31.9% | $75,163+198.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 15.88% | 27.20%-11.3pp | 53.37%-37.5pp | 160.62%-144.7pp |
| Employer contribution / active EE | $4,592 | $4,615-0.5% | $6,785-32.3% | $2,670+72.0% |
| Participant deferral / active EE | $8,355 | $6,837+22.2% | $10,408-19.7% | $4,125+102.5% |
| Admin fee / account holder | $113 | $8,173-98.6% | $12,815-99.1% | $5,651-98.0% |