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 GROUP10+ years Service code 12 · EIN 06-1053228 | Participant loan processing; Recordke... | $13,719 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,895 | $96,018+37.4% | $65,493+101.4% | $85,563+54.2% |
| Participation rate | 53.9% | 74.8%-20.9pp | 73.1%-19.2pp | 66.0%-12.1pp |
| Annual return | 12.16% | 14.51%-2.4pp | 982.45%-970.3pp | 31.51%-19.4pp |
| Employer contribution / active EE | $3,976 | $3,235+22.9% | $2,574+54.4% | $2,654+49.8% |
| Participant deferral / active EE | $4,205 | $4,055+3.7% | $3,961+6.2% | $4,375-3.9% |
| Admin fee / account holder | $32 | $271-88.2% | $5,028-99.4% | $834-96.2% |