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) | $68,959 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $40,228 |
BAKER TILLY US, LLP2 years Filed as: MONTGOMERY COSCIA GREILICH LLP Service code 10 · EIN 75-2919818 | Accounting | $15,822 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$98,521 |
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 | $148,611 | $78,852+88.5% | $76,768+93.6% | $75,289+97.4% |
| Participation rate | 96.7% | 85.0%+11.7pp | 77.0%+19.7pp | 72.4%+24.2pp |
| Annual return | -5.23% | -1.29%-3.9pp | 2.43%-7.7pp | -0.04%-5.2pp |
| Employer contribution / active EE | $4,422 | $2,794+58.3% | $2,485+77.9% | $2,405+83.9% |
| Participant deferral / active EE | $7,237 | $4,800+50.8% | $3,852+87.9% | $3,739+93.6% |
| Admin fee / account holder | $19 | $79-75.6% | $6,675-99.7% | $102-81.2% |