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 GROUP6+ years Service code 12 · EIN 06-1053228 | Trustee (directed); Distribution (12b... | $3,194 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,278 | $74,706+57.0% | $75,696+54.9% | $79,386+47.7% |
| Participation rate | 75.7% | 75.3%+0.3pp | 74.8%+0.8pp | 70.7%+5.0pp |
| Annual return | 26.80% | 18.52%+8.3pp | 104.53%-77.7pp | 116.85%-90.1pp |
| Employer contribution / active EE | $4,531 | $2,590+74.9% | $2,743+65.2% | $2,427+86.6% |
| Participant deferral / active EE | $5,520 | $3,533+56.2% | $3,821+44.4% | $4,046+36.4% |
| Admin fee / account holder | $8 | $374-98.0% | $3,619-99.8% | $626-98.8% |