Filed January 9, 2015
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 GROUP1 year Service code 12 · EIN 06-1053228 | Valuation (appraisals, etc.); Distrib... | $11,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | $675 |
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 | $31,895 | $50,199-36.5% | $70,092-54.5% | $66,914-52.3% |
| Participation rate | 91.3% | 66.3%+25.0pp | 70.5%+20.8pp | 69.8%+21.5pp |
| Annual return | -15.56% | -13.85%-1.7pp | 190.73%-206.3pp | 1.58%-17.1pp |
| Employer contribution / active EE | $1,852 | $1,864-0.6% | $2,559-27.6% | $2,544-27.2% |
| Participant deferral / active EE | $4,829 | $3,112+55.2% | $3,849+25.5% | $4,237+14.0% |
| Admin fee / account holder | $20 | $600-96.6% | $6,267-99.7% | $593-96.6% |