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 | $52,277 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,624 | $60,124+35.8% | $90,404-9.7% | $79,858+2.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 12.93% | 71.94%-59.0pp | 1293.02%-1280.1pp | 31.71%-18.8pp |
| Employer contribution / active EE | $6,190 | $2,068+199.4% | $3,262+89.8% | $2,471+150.5% |
| Participant deferral / active EE | $7,418 | $2,938+152.5% | $3,963+87.2% | $3,740+98.3% |
| Admin fee / account holder | $344 | $3,976-91.4% | $5,611-93.9% | $5,306-93.5% |