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 GROUP3 years Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Plan) | $22,519 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,212 | $72,607-36.4% | $90,749-49.1% | $66,914-30.9% |
| Participation rate | 82.3% | 73.7%+8.6pp | 75.7%+6.6pp | 69.8%+12.5pp |
| Annual return | -15.57% | -12.28%-3.3pp | -12.16%-3.4pp | 1.58%-17.2pp |
| Employer contribution / active EE | $1,364 | $2,369-42.4% | $2,921-53.3% | $2,544-46.4% |
| Participant deferral / active EE | $3,975 | $3,977-0.1% | $4,564-12.9% | $4,237-6.2% |
| Admin fee / account holder | $9 | $707-98.7% | $8,445-99.9% | $593-98.5% |