Filed April 29, 2015
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 |
|---|---|---|
USI CONSULTING GROUP1 year Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $116,488 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,346 |
THE SEGAL COMPANY1 year Filed as: LAW OFFICES OF SCOTT D SEGAL Service code 27 · EIN 26-4445364 | Advisory (Plan) | $23,475 |
BAKER TILLY US, LLP1 year Filed as: MONTGOMERY COSCIA GREILICH LLP Service code 10 · EIN 75-2919818 | Accounting | $14,251 |
BENNETT THRASHER LLP1 year Filed as: BENNETT THRASHER Service code 10 · EIN 58-1673613 | Accounting | $12,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$91,894 |
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 | $160,199 | $88,730+80.5% | $82,313+94.6% | $77,958+105.5% |
| Participation rate | 96.7% | 84.5%+12.1pp | 76.9%+19.8pp | 71.6%+25.0pp |
| Annual return | 19.49% | 20.88%-1.4pp | 25.88%-6.4pp | 20.87%-1.4pp |
| Employer contribution / active EE | $4,230 | $2,758+53.4% | $2,428+74.2% | $2,310+83.1% |
| Participant deferral / active EE | $6,904 | $4,634+49.0% | $3,706+86.3% | $3,537+95.2% |
| Admin fee / account holder | $81 | $74+9.4% | $5,608-98.6% | $97-16.9% |