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 GROUP5 years Service code 12 · EIN 06-1053228 | Finders' fees / placement fees; Trust... | $43,336 |
J.J. BURNS & COMPANY, LLC4 years Service code 27 · EIN 33-1142688 | Advisory (Plan) | $29,443 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,488 | $47,126-35.3% | $149,673-79.6% | $74,419-59.0% |
| Participation rate | 100.0% | 63.4%+36.6pp | 78.8%+21.2pp | 70.7%+29.3pp |
| Annual return | 18.25% | 22.75%-4.5pp | 134.42%-116.2pp | 34.38%-16.1pp |
| Employer contribution / active EE | $4,146 | $1,905+117.6% | $4,818-13.9% | $2,637+57.2% |
| Participant deferral / active EE | $2,316 | $2,728-15.1% | $5,680-59.2% | $4,528-48.9% |
| Admin fee / account holder | $170 | $343-50.4% | $13,210-98.7% | $348-51.1% |