Filed October 4, 2011 (most recent of 3 filings on file)
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.
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP2 years Service code 11 · EIN 06-1053228 | Actuarial | $122,784 |
SAGE ADVISORY SERVICES1 year Filed as: SAGE ADVISORY SERVICES LTD Service code 15 · EIN 74-2798841 | Recordkeeping | $99,746 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 | Advisory (Plan) | $83,584 |
PNC BANK, N.A.6 years Filed as: BBVA COMPASS BANCSHARES INC. Service code 15 · EIN 20-8948381 | Recordkeeping | $39,791 |
Filed as: PRINCIPAL FINANCIAL GROUP INC Service code 15 · EIN 42-1520346 | Recordkeeping | $22,512 |
FORVIS MAZARS, LLP2 years Filed as: FORVIS LLP Service code 10 · EIN 44-0160260 | Accounting | $16,000 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $136,977-100.0% | $53,690-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 7.7%-7.7pp | 8.6%-8.6pp | 5.6%-5.6pp |
| Annual return | -24.05% | -15.49%-8.6pp | -4.80%-19.2pp | 39.77%-63.8pp |
| Employer contribution / active EE | $0 | $9,399-100.0% | $30,897-100.0% | $19,959-100.0% |
| Participant deferral / active EE | $0 | $320-100.0% | $64-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $4-100.0% | $40,849-100.0% | $62-100.0% |