Filed October 4, 2010 (most recent of 3 filings on file)
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 GROUP2 years Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Plan) | $42,000 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,810 | $89,282+4.0% | $94,646-1.9% | $74,419+24.7% |
| Participation rate | 98.0% | 82.4%+15.5pp | 80.8%+17.1pp | 70.7%+27.2pp |
| Annual return | 17.49% | 25.96%-8.5pp | 156.71%-139.2pp | 34.38%-16.9pp |
| Employer contribution / active EE | $5,338 | $3,022+76.6% | $3,672+45.4% | $2,637+102.4% |
| Participant deferral / active EE | $9,131 | $8,425+8.4% | $7,418+23.1% | $4,528+101.7% |
| Admin fee / account holder | $58 | $219-73.4% | $7,231-99.2% | $348-83.2% |