Filed March 27, 2011
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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $50,349 |
USI CONSULTING GROUP4+ years Filed as: USI SECURITIES, INC. Service code 22 · EIN 06-1493970 | Insurance Broker | $27,917 |
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 | $35,487 | $48,261-26.5% | $68,793-48.4% | $55,725-36.3% |
| Participation rate | 97.3% | 71.0%+26.3pp | 72.2%+25.1pp | 70.9%+26.4pp |
| Annual return | -6.23% | -2.61%-3.6pp | -4.63%-1.6pp | 244.93%-251.2pp |
| Employer contribution / active EE | $2,015 | $1,742+15.7% | $2,625-23.2% | $2,078-3.0% |
| Participant deferral / active EE | $3,262 | $2,712+20.3% | $3,311-1.5% | $3,356-2.8% |
| Admin fee / account holder | $160 | $126+26.7% | $5,131-96.9% | $115+38.8% |