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 | $59,099 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,614 | $65,409+58.4% | $98,442+5.3% | $85,850+20.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 9.62% | 21.76%-12.1pp | 1492.73%-1483.1pp | 318.53%-308.9pp |
| Employer contribution / active EE | $6,457 | $2,168+197.9% | $2,960+118.2% | $2,565+151.7% |
| Participant deferral / active EE | $8,765 | $3,166+176.8% | $4,276+105.0% | $3,952+121.8% |
| Admin fee / account holder | $470 | $4,593-89.8% | $5,949-92.1% | $6,260-92.5% |