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.
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: KIBBLE & PRENTICE Service code 27 · EIN 91-1176315 | Advisory (Plan) | $40,898 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS C Service code 15 · EIN 13-3689044 | Recordkeeping | $34,260 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,669 | $35,135-32.6% | $85,969-72.5% | $59,188-60.0% |
| Participation rate | 9.0% | 50.0%-41.0pp | 76.5%-67.5pp | 69.4%-60.4pp |
| Annual return | 0.03% | 11.01%-11.0pp | 9.32%-9.3pp | 5.51%-5.5pp |
| Employer contribution / active EE | $192 | $764-74.8% | $3,474-94.5% | $2,098-90.8% |
| Participant deferral / active EE | $338 | $1,349-74.9% | $3,829-91.2% | $3,265-89.6% |
| Admin fee / account holder | $130 | $152-14.6% | $6,053-97.9% | $92+40.6% |