Filed June 5, 2014
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 | Recordkeeping and information managem... | $10,722 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $103,642 | $60,795+70.5% | $69,455+49.2% | $65,185+59.0% |
| Participation rate | 48.9% | 74.9%-26.0pp | 74.6%-25.7pp | 70.2%-21.3pp |
| Annual return | 6.44% | 17.46%-11.0pp | 28.97%-22.5pp | 29.38%-22.9pp |
| Employer contribution / active EE | $4,348 | $2,452+77.3% | $2,779+56.5% | $2,177+99.8% |
| Participant deferral / active EE | $4,883 | $3,162+54.4% | $3,535+38.1% | $3,514+39.0% |
| Admin fee / account holder | $28 | $314-91.2% | $3,839-99.3% | $847-96.7% |