Filed July 1, 2010
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.
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $88,183 |
USI CONSULTING GROUP5 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $32,702 |
Service code 10 · EIN 95-4345526 400 W. VENTURA BLVD. · CAMARILLO, CA 93010 | Accounting | $8,590 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,997 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,317 | $72,994-24.2% | $120,368-54.0% | $77,671-28.8% |
| Participation rate | 81.9% | 55.2%+26.6pp | 71.9%+10.0pp | 70.6%+11.3pp |
| Annual return | 12.08% | 18.23%-6.1pp | 107.26%-95.2pp | 31.21%-19.1pp |
| Employer contribution / active EE | $2,497 | $1,793+39.2% | $3,465-27.9% | $2,726-8.4% |
| Participant deferral / active EE | $4,392 | $3,011+45.9% | $4,991-12.0% | $4,648-5.5% |
| Admin fee / account holder | $142 | $658-78.4% | $9,429-98.5% | $430-67.0% |