Filed May 15, 2013
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+ years Service code 12 · EIN 06-1053228 | Redemption fees; Float revenue; Claim... | $21,499 |
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 | $39,251 | $37,117+5.7% | $147,614-73.4% | $55,191-28.9% |
| Participation rate | 81.2% | 63.6%+17.5pp | 84.6%-3.5pp | 69.2%+12.0pp |
| Annual return | -0.28% | 3.44%-3.7pp | 61.98%-62.3pp | 10.78%-11.1pp |
| Employer contribution / active EE | $1,629 | $1,620+0.5% | $5,564-70.7% | $1,899-14.2% |
| Participant deferral / active EE | $3,106 | $1,985+56.4% | $4,895-36.6% | $3,046+2.0% |
| Admin fee / account holder | $59 | $86-30.6% | $11,611-99.5% | $91-34.6% |