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 GROUP3 years Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Plan) | $52,250 |
USI CONSULTING GROUP1 year Filed as: USI CONSULTING GROUP INC Service code 27 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Plan) | $7,110 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,295 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $100,428 | $89,808+11.8% | $100,3910% | $77,643+29.3% |
| Participation rate | 96.8% | 81.2%+15.6pp | 81.5%+15.3pp | 70.6%+26.2pp |
| Annual return | 15.91% | 20.62%-4.7pp | 49.20%-33.3pp | 31.24%-15.3pp |
| Employer contribution / active EE | $5,872 | $3,039+93.2% | $3,942+49.0% | $2,726+115.4% |
| Participant deferral / active EE | $9,899 | $8,284+19.5% | $8,082+22.5% | $4,647+113.0% |
| Admin fee / account holder | $20 | $174-88.5% | $7,899-99.7% | $430-95.3% |