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 GROUP4 years Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Plan) | $22,670 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $54,957 | $71,516-23.2% | $98,439-44.2% | $71,457-23.1% |
| Participation rate | 88.2% | 72.7%+15.5pp | 75.2%+13.0pp | 67.9%+20.3pp |
| Annual return | 13.51% | 32.41%-18.9pp | 21.16%-7.7pp | 28.85%-15.3pp |
| Employer contribution / active EE | $996 | $2,399-58.5% | $3,048-67.3% | $2,588-61.5% |
| Participant deferral / active EE | $4,253 | $4,109+3.5% | $4,738-10.2% | $4,289-0.8% |
| Admin fee / account holder | $14 | $1,675-99.2% | $8,948-99.8% | $1,587-99.1% |