Filed May 14, 2014
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 year Filed as: USI ADVISORS Service code 17 95 GLASTONBURY BOULEVARD SUITE 102 · GLASTONBURY, CT 06033 | Pension Consulting | $15,963 |
MINNESOTA LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $11,626 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,808 | $47,898-75.3% | $117,472-89.9% | $64,808-81.8% |
| Participation rate | 84.6% | 61.9%+22.7pp | 70.6%+14.0pp | 71.5%+13.2pp |
| Annual return | -17.91% | -15.54%-2.4pp | 29.74%-47.6pp | 32.82%-50.7pp |
| Employer contribution / active EE | $0 | $1,774-100.0% | $4,176-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $2,853 | $3,151-9.4% | $4,070-29.9% | $4,310-33.8% |
| Admin fee / account holder | $49 | $132-63.1% | $5,645-99.1% | $188-74.1% |