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 GROUP4 years Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $73,160 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $66,669 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $15,317 |
THE SEGAL COMPANY4 years Filed as: LAW OFFICES OF SCOTT D SEGAL Service code 29 · EIN 26-4445364 | Legal | $5,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$104,944 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,577 | $79,519+143.4% | $95,952+101.7% | $73,409+163.7% |
| Participation rate | 97.5% | 81.2%+16.4pp | 77.1%+20.5pp | 72.2%+25.4pp |
| Annual return | 12.49% | 19.20%-6.7pp | 91.61%-79.1pp | 59.29%-46.8pp |
| Employer contribution / active EE | $3,585 | $2,048+75.1% | $2,541+41.1% | $2,234+60.5% |
| Participant deferral / active EE | $7,222 | $4,138+74.5% | $4,167+73.3% | $3,805+89.8% |
| Admin fee / account holder | $44 | $184-76.3% | $6,795-99.4% | $158-72.4% |