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 GROUP3+ years Service code 12 · EIN 06-1053228 | Claims processing; Consulting (pensio... | $29,989 |
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 | $49,240 | $46,173+6.6% | $170,442-71.1% | $69,631-29.3% |
| Participation rate | 86.2% | 63.9%+22.3pp | 83.6%+2.6pp | 70.7%+15.5pp |
| Annual return | 18.12% | 21.62%-3.5pp | 205.93%-187.8pp | 27571.02%-27552.9pp |
| Employer contribution / active EE | $1,832 | $1,610+13.8% | $5,433-66.3% | $2,032-9.8% |
| Participant deferral / active EE | $3,703 | $2,080+78.0% | $4,939-25.0% | $3,224+14.9% |
| Admin fee / account holder | $73 | $116-36.9% | $13,880-99.5% | $110-33.8% |