Filed June 8, 2009
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 Filed as: USI SECURITIES INC Service code 49 · EIN 06-1493970 | Other Services | $26,249 |
PORTFOLIO EVALUATIONS, INC.1+ years Filed as: PORTFOLIO EVALUATIONS Service code 27 · EIN 22-3189064 | Advisory (Plan) | $20,570 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,250 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $41,665 | $88,324-52.8% | $115,037-63.8% | $55,191-24.5% |
| Participation rate | 47.0% | 72.5%-25.5pp | 81.4%-34.4pp | 69.2%-22.2pp |
| Annual return | 6.51% | 6.30%+0.2pp | 26.14%-19.6pp | 10.78%-4.3pp |
| Employer contribution / active EE | $1,721 | $2,805-38.7% | $4,608-62.7% | $1,899-9.4% |
| Participant deferral / active EE | $3,294 | $5,042-34.7% | $6,026-45.3% | $3,046+8.1% |
| Admin fee / account holder | $80 | $105-24.3% | $8,175-99.0% | $91-12.1% |