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 GROUP7+ years Service code 12 · EIN 06-1053228 | Participant loan processing; Recordke... | $24,404 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $91,799 | $79,124+16.0% | $60,874+50.8% | $64,808+41.6% |
| Participation rate | 58.5% | 77.7%-19.2pp | 73.1%-14.6pp | 71.5%-12.9pp |
| Annual return | -11.80% | -7.13%-4.7pp | 16.90%-28.7pp | 32.82%-44.6pp |
| Employer contribution / active EE | $3,277 | $3,050+7.4% | $2,701+21.3% | $2,506+30.8% |
| Participant deferral / active EE | $3,697 | $3,725-0.7% | $3,817-3.1% | $4,310-14.2% |
| Admin fee / account holder | $55 | $106-47.5% | $3,224-98.3% | $188-70.5% |