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 GROUP5+ years Service code 12 · EIN 06-1053228 | Consulting (pension); Claims processi... | $9,728 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $101,144 | $84,948+19.1% | $70,449+43.6% | $73,409+37.8% |
| Participation rate | 52.2% | 79.9%-27.7pp | 75.1%-22.8pp | 72.2%-20.0pp |
| Annual return | 3.47% | 13.39%-9.9pp | 109.03%-105.6pp | 59.29%-55.8pp |
| Employer contribution / active EE | $2,705 | $2,834-4.5% | $2,737-1.2% | $2,234+21.1% |
| Participant deferral / active EE | $3,163 | $3,387-6.6% | $3,709-14.7% | $3,805-16.9% |
| Admin fee / account holder | $25 | $98-75.0% | $3,845-99.4% | $158-84.5% |