Filed November 14, 2003
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 |
|---|---|---|
Service code 12 · EIN 48-1205033 | Claims processing; Recordkeeping and ... | $22,573 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $13,466 |
Filed as: CPI QUALIFIED PALN CONSULTANTS, INC Service code 12 | Recordkeeping and information managem... | $6,164 |
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 | $102,517 | $46,173+122.0% | $170,442-39.9% | $69,631+47.2% |
| Participation rate | 96.2% | 63.9%+32.3pp | 83.6%+12.6pp | 70.7%+25.5pp |
| Annual return | 16.49% | 21.62%-5.1pp | 205.93%-189.4pp | 27571.02%-27554.5pp |
| Employer contribution / active EE | $2,166 | $1,610+34.6% | $5,433-60.1% | $2,032+6.6% |
| Participant deferral / active EE | $5,607 | $2,080+169.6% | $4,939+13.5% | $3,224+73.9% |
| Admin fee / account holder | $97 | $116-16.4% | $13,880-99.3% | $110-12.2% |