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 GROUP3+ years Service code 12 · EIN 06-1053228 | Valuation (appraisals, etc.); Sub-tra... | $64,210 |
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Partici... | $5,869 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $3,275 |
TIAA1 year Filed as: TIAA- CREF Service code 49 · EIN 13-1624203 | Other Services | $490 |
Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Service code 33 | Securities brokerage commissions and ... | $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 | $55,592 | $46,100+20.6% | $86,590-35.8% | $69,631-20.2% |
| Participation rate | 89.9% | 67.2%+22.8pp | 73.5%+16.4pp | 70.7%+19.2pp |
| Annual return | 18.78% | 21.02%-2.2pp | 964.84%-946.1pp | 27571.02%-27552.2pp |
| Employer contribution / active EE | $3,976 | $1,850+114.9% | $2,839+40.0% | $2,032+95.7% |
| Participant deferral / active EE | $3,731 | $2,432+53.4% | $3,609+3.4% | $3,224+15.7% |
| Admin fee / account holder | $57 | $94-39.5% | $4,906-98.8% | $110-48.6% |