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 GROUP2+ years Filed as: KIBBLE & PRENTICE Service code 27 · EIN 91-1176315 | Advisory (Plan) | $40,000 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS C Service code 15 · EIN 13-3689044 | Recordkeeping | $38,355 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,512 | $32,530-27.7% | $106,619-77.9% | $63,975-63.2% |
| Participation rate | 17.4% | 55.7%-38.4pp | 78.0%-60.6pp | 71.1%-53.8pp |
| Annual return | 7.67% | 8.92%-1.3pp | 9.42%-1.8pp | 48.65%-41.0pp |
| Employer contribution / active EE | $351 | $724-51.5% | $3,947-91.1% | $2,182-83.9% |
| Participant deferral / active EE | $613 | $1,383-55.7% | $3,930-84.4% | $3,356-81.7% |
| Admin fee / account holder | $101 | $61+65.0% | $6,418-98.4% | $70+43.1% |