Filed August 9, 2011
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+ years Service code 12 · EIN 06-1053228 | Float revenue; Recordkeeping and info... | $69,167 |
Filed as: FIDELITY INV-INST OPERATIONS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $4,636 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $4,636 |
TIAA1+ years Service code 49 · EIN 13-1624203 | Other Services | $74 |
Filed as: TRANSAMERCIA RETIREMENT SOLUTIONS Service code 12 · EIN 13-3689044 | Investment management; Float revenue;... | $0 |
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 | $40,859 | $38,925+5.0% | $73,843-44.7% | $55,191-26.0% |
| Participation rate | 97.3% | 66.0%+31.3pp | 73.4%+23.9pp | 69.2%+28.2pp |
| Annual return | 1.03% | 6.31%-5.3pp | 2267.84%-2266.8pp | 10.78%-9.7pp |
| Employer contribution / active EE | $4,178 | $1,695+146.5% | $2,787+49.9% | $1,899+120.0% |
| Participant deferral / active EE | $3,688 | $2,351+56.9% | $3,583+2.9% | $3,046+21.1% |
| Admin fee / account holder | $53 | $83-35.7% | $4,880-98.9% | $91-41.3% |