Filed June 30, 2008
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 9-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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $447,591 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $157,057 |
USI CONSULTING GROUP3 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $55,484 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,770 | $42,127-31.7% | $85,009-66.2% | $106,408-73.0% |
| Participation rate | 42.0% | 36.6%+5.4pp | 67.5%-25.5pp | 69.9%-27.9pp |
| Annual return | 17.61% | 36.21%-18.6pp | 66.47%-48.9pp | 17.37%+0.2pp |
| Employer contribution / active EE | $1,016 | $825+23.1% | $2,728-62.8% | $3,361-69.8% |
| Participant deferral / active EE | $2,849 | $2,066+37.9% | $4,522-37.0% | $5,567-48.8% |
| Admin fee / account holder | $38 | $114-66.3% | $6,153-99.4% | $79-51.6% |