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 GROUP3+ years Filed as: KIBBLE & PRENTICE HOLDING COMPANY Service code 28 · EIN 91-1176315 | Investment Management | $20,058 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS Service code 28 · EIN 06-1397347 | Investment Management | $6,805 |
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 | $131,113 | $57,976+126.1% | $62,995+108.1% | $62,292+110.5% |
| Participation rate | 99.5% | 75.9%+23.6pp | 74.8%+24.7pp | 69.5%+30.0pp |
| Annual return | 14.51% | 17.54%-3.0pp | 87.57%-73.1pp | 28.90%-14.4pp |
| Employer contribution / active EE | $5,095 | $2,415+111.0% | $2,759+84.7% | $2,042+149.5% |
| Participant deferral / active EE | $6,605 | $2,956+123.4% | $3,329+98.4% | $3,169+108.4% |
| Admin fee / account holder | $49 | $276-82.2% | $3,600-98.6% | $479-89.8% |