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 GROUP4+ years Service code 12 · EIN 06-1053228 | Finders' fees / placement fees; Recor... | $40,636 |
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 | $42,745 | $37,196+14.9% | $154,107-72.3% | $55,725-23.3% |
| Participation rate | 97.8% | 64.1%+33.7pp | 83.0%+14.7pp | 70.9%+26.9pp |
| Annual return | -5.04% | 1319.68%-1324.7pp | 735.12%-740.2pp | 244.93%-250.0pp |
| Employer contribution / active EE | $2,163 | $1,614+34.0% | $5,298-59.2% | $2,078+4.1% |
| Participant deferral / active EE | $4,445 | $2,068+114.9% | $5,081-12.5% | $3,356+32.5% |
| Admin fee / account holder | $84 | $102-17.7% | $13,411-99.4% | $115-27.4% |