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 GROUP5+ years Service code 12 · EIN 06-1053228 | Account maintenance fees; Participant... | $54,577 |
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 | $57,157 | $62,928-9.2% | $172,739-66.9% | $67,579-15.4% |
| Participation rate | 96.7% | 64.5%+32.3pp | 82.6%+14.1pp | 71.3%+25.4pp |
| Annual return | 22.47% | 30.36%-7.9pp | 802.84%-780.4pp | 378.56%-356.1pp |
| Employer contribution / active EE | $2,271 | $1,636+38.8% | $5,143-55.8% | $2,148+5.7% |
| Participant deferral / active EE | $4,816 | $2,145+124.6% | $5,198-7.3% | $3,539+36.1% |
| Admin fee / account holder | $116 | $167-30.6% | $13,954-99.2% | $142-18.7% |