Filed December 21, 2016
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 GROUP10+ years Service code 12 · EIN 06-1053228 | Redemption fees; Valuation (appraisal... | $11,693 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY Service code 12 · EIN 36-3145972 | Consulting (pension); Redemption fees... | $4,903 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $193,374 | $48,795+296.3% | $65,493+195.3% | $84,808+128.0% |
| Participation rate | 94.0% | 67.0%+27.1pp | 73.1%+20.9pp | 68.3%+25.7pp |
| Annual return | 10.52% | 20.20%-9.7pp | 982.45%-971.9pp | 40.90%-30.4pp |
| Employer contribution / active EE | $17,180 | $1,930+790.3% | $2,574+567.4% | $2,631+553.0% |
| Participant deferral / active EE | $0 | $2,928-100.0% | $3,961-100.0% | $4,212-100.0% |
| Admin fee / account holder | $66 | $3,877-98.3% | $5,028-98.7% | $7,344-99.1% |