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 year Filed as: USI ADVISORS, INC. Service code 28 · EIN 06-1397347 | Investment Management | $22,851 |
CLARK NUBER1 year Filed as: CLARK NUBER PS Service code 10 · EIN 91-1194016 | Accounting | $15,023 |
USI CONSULTING GROUP4+ years Filed as: KIBBLE & PRENTICE HOLDING COMPANY Service code 28 · EIN 91-1176315 | Investment Management | $6,805 |
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 | $122,350 | $55,002+122.4% | $59,878+104.3% | $56,287+117.4% |
| Participation rate | 99.6% | 75.9%+23.6pp | 74.7%+24.9pp | 69.9%+29.7pp |
| Annual return | -3.74% | 1.13%-4.9pp | 3.46%-7.2pp | -9.96%+6.2pp |
| Employer contribution / active EE | $5,276 | $2,448+115.5% | $2,722+93.9% | $2,111+149.9% |
| Participant deferral / active EE | $6,944 | $3,121+122.5% | $3,402+104.1% | $3,350+107.3% |
| Admin fee / account holder | $80 | $236-66.0% | $3,590-97.8% | $521-84.6% |