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 GROUP8+ years Service code 12 · EIN 06-1053228 | Finders' fees / placement fees; Recor... | $5,469 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $0 |
METLIFE LIFE INSURANCE COMPANY8+ 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,983 | $64,119-3.3% | $112,228-44.8% | $66,914-7.4% |
| Participation rate | 61.8% | 68.5%-6.7pp | 75.1%-13.3pp | 69.8%-8.0pp |
| Annual return | -16.54% | -13.81%-2.7pp | 27.45%-44.0pp | 1.58%-18.1pp |
| Employer contribution / active EE | $1,088 | $3,005-63.8% | $3,635-70.1% | $2,544-57.2% |
| Participant deferral / active EE | $3,167 | $3,693-14.2% | $4,728-33.0% | $4,237-25.2% |
| Admin fee / account holder | $48 | $625-92.4% | $6,410-99.3% | $593-92.0% |