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 | $48,991 |
USI CONSULTING GROUP5+ years Filed as: USI SECURITIES, INC. Service code 22 · EIN 06-1493970 | Insurance Broker | $31,777 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $50,086 | $50,666-1.1% | $76,817-34.8% | $65,185-23.2% |
| Participation rate | 100.0% | 68.8%+31.2pp | 72.1%+27.9pp | 70.2%+29.8pp |
| Annual return | 25.57% | 28.51%-2.9pp | 1166.11%-1140.5pp | 29.38%-3.8pp |
| Employer contribution / active EE | $4,993 | $1,575+217.0% | $2,302+116.9% | $2,177+129.4% |
| Participant deferral / active EE | $3,804 | $2,647+43.7% | $3,336+14.0% | $3,514+8.3% |
| Admin fee / account holder | $161 | $463-65.2% | $6,420-97.5% | $847-81.0% |