Filed March 23, 2009
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 Filed as: USI Service code 27 · EIN 06-1397347 | Advisory (Plan) | $70,000 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $29,911 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$214,846 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,705 | $110,299+20.3% | $102,423+29.6% | $199,593-33.5% |
| Participation rate | 92.7% | 86.3%+6.4pp | 76.5%+16.2pp | 72.0%+20.7pp |
| Annual return | 16.61% | 35.73%-19.1pp | 29.32%-12.7pp | 34.25%-17.6pp |
| Employer contribution / active EE | $3,463 | $3,603-3.9% | $3,023+14.5% | $3,034+14.1% |
| Participant deferral / active EE | $8,966 | $6,376+40.6% | $5,053+77.4% | $5,087+76.3% |
| Admin fee / account holder | -$44 | $122-135.8% | $9,451-100.5% | $269-116.3% |