Filed December 2, 2011
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+ years Filed as: KIBBLE & PRENTICE HOLDING COMPANY Service code 28 · EIN 91-1176315 | Investment Management | $27,104 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $111,754 | $51,769+115.9% | $57,343+94.9% | $52,331+113.6% |
| Participation rate | 99.2% | 75.2%+24.0pp | 75.1%+24.1pp | 68.1%+31.1pp |
| Annual return | 5.22% | 2.43%+2.8pp | 24.39%-19.2pp | 4.54%+0.7pp |
| Employer contribution / active EE | $4,311 | $2,335+84.6% | $2,689+60.3% | $1,882+129.1% |
| Participant deferral / active EE | $5,326 | $2,794+90.6% | $3,162+68.4% | $3,022+76.2% |
| Admin fee / account holder | $51 | $295-82.7% | $3,356-98.5% | $592-91.4% |