Filed October 10, 2019
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 |
|---|---|---|
Filed as: CPI QUALIFIED PLAN CONSULTANTS Service code 15 · EIN 48-1205033 | Recordkeeping | $14,259 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $18,523 | $46,173-59.9% | $170,442-89.1% | $69,631-73.4% |
| Participation rate | 24.4% | 63.9%-39.5pp | 83.6%-59.2pp | 70.7%-46.2pp |
| Annual return | 15.23% | 21.62%-6.4pp | 205.93%-190.7pp | 27571.02%-27555.8pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,433-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $643 | $2,080-69.1% | $4,939-87.0% | $3,224-80.1% |
| Admin fee / account holder | $103 | $116-10.9% | $13,880-99.3% | $110-6.4% |