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 GROUP3+ 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 | $37,640 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,936 | $38,989-23.2% | $117,039-74.4% | $77,958-61.6% |
| Participation rate | 14.4% | 57.0%-42.6pp | 77.2%-62.8pp | 71.6%-57.3pp |
| Annual return | 16.98% | 20.61%-3.6pp | 18.95%-2.0pp | 20.87%-3.9pp |
| Employer contribution / active EE | $389 | $1,026-62.1% | $3,785-89.7% | $2,310-83.2% |
| Participant deferral / active EE | $674 | $1,621-58.4% | $3,929-82.8% | $3,537-80.9% |
| Admin fee / account holder | $96 | $76+27.7% | $5,974-98.4% | $97-1.0% |