Filed January 28, 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 GROUP6+ years Service code 12 · EIN 06-1053228 | Finders' fees / placement fees; Recor... | $1,780 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $0 |
METLIFE LIFE INSURANCE COMPANY6+ years Filed as: WILMINGTON TRUST COMPANY (METLIFE) Service code 28 · EIN 13-5581829 | Investment Management | $0 |
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 | $65,821 | $69,362-5.1% | $101,248-35.0% | $73,488-10.4% |
| Participation rate | 60.0% | 68.4%-8.4pp | 75.8%-15.8pp | 70.7%-10.7pp |
| Annual return | 17.39% | 18.46%-1.1pp | 46.47%-29.1pp | 28.51%-11.1pp |
| Employer contribution / active EE | $1,041 | $2,628-60.4% | $3,660-71.6% | $2,270-54.1% |
| Participant deferral / active EE | $2,961 | $3,300-10.3% | $4,370-32.2% | $3,740-20.8% |
| Admin fee / account holder | $17 | $704-97.6% | $5,945-99.7% | $513-96.7% |