Filed October 18, 2004
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,INC Service code 15 · EIN 48-1205033 | Recordkeeping | $198,548 |
Service code 60 | Sub-TA Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $51,829 | $65,118-20.4% | $76,768-32.5% | $55,725-7.0% |
| Participation rate | 98.5% | 79.6%+18.8pp | 77.0%+21.5pp | 70.9%+27.6pp |
| Annual return | -4.96% | -1.27%-3.7pp | 2.43%-7.4pp | 244.93%-249.9pp |
| Employer contribution / active EE | $3,925 | $1,941+102.2% | $2,485+57.9% | $2,078+88.9% |
| Participant deferral / active EE | $4,112 | $3,688+11.5% | $3,852+6.8% | $3,356+22.5% |
| Admin fee / account holder | $388 | $116+234.7% | $6,675-94.2% | $115+236.7% |