Filed October 30, 1996
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 GROUP3+ years Service code 15 · EIN 06-1053228 | Recordkeeping | $1,330 |
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 | $146,102 | $57,976+152.0% | $62,995+131.9% | $62,292+134.5% |
| Participation rate | 64.4% | 75.9%-11.5pp | 74.8%-10.4pp | 69.5%-5.1pp |
| Annual return | 14.33% | 17.54%-3.2pp | 87.57%-73.2pp | 28.90%-14.6pp |
| Employer contribution / active EE | $3,769 | $2,415+56.1% | $2,759+36.6% | $2,042+84.6% |
| Participant deferral / active EE | $3,363 | $2,956+13.8% | $3,329+1.0% | $3,169+6.1% |
| Admin fee / account holder | $7 | $276-97.5% | $3,600-99.8% | $479-98.6% |