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 GROUP2 years Filed as: USI ADVISORS Service code 17 95 GLASTONBURY BOULEVARD SUITE 102 · GLASTONBURY, CT 06033 | Pension Consulting | $18,794 |
MINNESOTA LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $12,210 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,806 | $53,345-72.2% | $121,098-87.8% | $74,419-80.1% |
| Participation rate | 83.7% | 60.0%+23.7pp | 69.5%+14.2pp | 70.7%+13.0pp |
| Annual return | 18.87% | 35.15%-16.3pp | 985.75%-966.9pp | 34.38%-15.5pp |
| Employer contribution / active EE | $0 | $1,898-100.0% | $4,164-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $2,731 | $3,221-15.2% | $4,080-33.1% | $4,528-39.7% |
| Admin fee / account holder | $52 | $382-86.4% | $5,644-99.1% | $348-85.0% |