Filed January 12, 2006
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 |
|---|---|---|
BENEFIT CONSULTANTS GROUP7 years Service code 15 · EIN 23-2383285 | Recordkeeping | $26,888 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS Service code 26 · EIN 06-1397347 | Advisory (Participants) | $21,680 |
Service code 13 · EIN 35-1140070 | Contract Administrator | $2,356 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,236 | $49,173-8.0% | $121,098-62.6% | $75,163-39.8% |
| Participation rate | 95.5% | 55.4%+40.1pp | 69.5%+26.0pp | 67.2%+28.3pp |
| Annual return | 13.45% | 55.99%-42.5pp | 985.75%-972.3pp | 160.62%-147.2pp |
| Employer contribution / active EE | $3,928 | $1,546+154.2% | $4,164-5.7% | $2,670+47.1% |
| Participant deferral / active EE | $0 | $2,628-100.0% | $4,080-100.0% | $4,125-100.0% |
| Admin fee / account holder | $346 | $3,942-91.2% | $5,644-93.9% | $5,651-93.9% |