Filed June 15, 2006
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 |
|---|---|---|
Filed as: CPI QUALIFIED PLAN CONSULTANTS Service code 15 · EIN 48-1205033 | Recordkeeping | $43,865 |
Service code 60 | Sub-TA Fees | $0 |
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 | $57,747 | $49,177+17.4% | $79,464-27.3% | $64,186-10.0% |
| Participation rate | 98.6% | 65.0%+33.6pp | 73.3%+25.3pp | 69.6%+29.1pp |
| Annual return | -4.45% | -1.16%-3.3pp | 718.14%-722.6pp | 7.63%-12.1pp |
| Employer contribution / active EE | $6,312 | $2,076+204.0% | $2,800+125.4% | $2,381+165.1% |
| Participant deferral / active EE | $7,944 | $2,821+181.6% | $3,704+114.5% | $3,470+129.0% |
| Admin fee / account holder | $276 | $3,839-92.8% | $5,113-94.6% | $4,888-94.4% |