Filed January 22, 2009
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 Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD STE 102 · GLASTONBURY, CT 06033 | Advisory (Plan) | $9,036 |
Service code 55 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Other Commissions | $5,723 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,487 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,977 | $81,208-28.6% | $98,907-41.4% | $79,858-27.4% |
| Participation rate | 84.4% | 72.5%+11.9pp | 76.0%+8.4pp | 69.6%+14.7pp |
| Annual return | 13.30% | 60.99%-47.7pp | 196.43%-183.1pp | 31.71%-18.4pp |
| Employer contribution / active EE | $1,140 | $1,960-41.8% | $2,689-57.6% | $2,471-53.9% |
| Participant deferral / active EE | $3,714 | $3,265+13.7% | $4,244-12.5% | $3,740-0.7% |
| Admin fee / account holder | $13 | $6,013-99.8% | $6,642-99.8% | $5,306-99.8% |