Filed May 25, 2011 (most recent of 2 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 |
|---|---|---|
USI CONSULTING GROUP4 years Service code 12 · EIN 06-1053228 | Distribution (12b-1) fees; Valuation ... | $40,921 |
J.J. BURNS & COMPANY, LLC3 years Service code 27 · EIN 33-1142688 | Advisory (Plan) | $32,186 |
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 | $25,950 | $46,292-43.9% | $143,757-81.9% | $64,808-60.0% |
| Participation rate | 100.0% | 64.2%+35.8pp | 80.3%+19.7pp | 71.5%+28.5pp |
| Annual return | -17.92% | -10.05%-7.9pp | -0.04%-17.9pp | 32.82%-50.7pp |
| Employer contribution / active EE | $3,387 | $1,910+77.4% | $4,951-31.6% | $2,506+35.2% |
| Participant deferral / active EE | $2,195 | $2,646-17.0% | $5,637-61.1% | $4,310-49.1% |
| Admin fee / account holder | $187 | $154+21.6% | $14,673-98.7% | $188-0.4% |