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 GROUP7+ years Service code 12 · EIN 06-1053228 | Claims processing; Participant loan p... | $2,587 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $0 |
METLIFE LIFE INSURANCE COMPANY7+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,557 | $77,660-7.9% | $109,143-34.4% | $79,386-9.9% |
| Participation rate | 64.2% | 67.8%-3.6pp | 75.9%-11.6pp | 70.7%-6.5pp |
| Annual return | 15.86% | 23.44%-7.6pp | 25.75%-9.9pp | 116.85%-101.0pp |
| Employer contribution / active EE | $1,033 | $2,797-63.1% | $3,722-72.2% | $2,427-57.4% |
| Participant deferral / active EE | $2,982 | $3,518-15.2% | $4,653-35.9% | $4,046-26.3% |
| Admin fee / account holder | $22 | $732-97.0% | $6,752-99.7% | $626-96.4% |