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 GROUP3+ years Filed as: USI Service code 16 · EIN 06-1397347 | Consulting | $30,000 |
EKS&H LLLP1 year Filed as: EKS&H Service code 10 · EIN 46-1497033 | Accounting | $18,468 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$67,212 |
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 | $78,780 | $88,730-11.2% | $82,313-4.3% | $77,958+1.1% |
| Participation rate | 97.1% | 84.5%+12.6pp | 76.9%+20.2pp | 71.6%+25.5pp |
| Annual return | 20.92% | 20.88%0pp | 25.88%-5.0pp | 20.87%+0.1pp |
| Employer contribution / active EE | $2,337 | $2,758-15.3% | $2,428-3.7% | $2,310+1.2% |
| Participant deferral / active EE | $5,489 | $4,634+18.4% | $3,706+48.1% | $3,537+55.2% |
| Admin fee / account holder | -$7 | $74-109.0% | $5,608-100.1% | $97-106.8% |