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 GROUP4+ years Service code 15 · EIN 06-1053228 | Recordkeeping | $3,962 |
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 | $80,853 | $55,002+47.0% | $59,878+35.0% | $56,287+43.6% |
| Participation rate | 84.4% | 75.9%+8.5pp | 74.7%+9.7pp | 69.9%+14.6pp |
| Annual return | -3.94% | 1.13%-5.1pp | 3.46%-7.4pp | -9.96%+6.0pp |
| Employer contribution / active EE | $5,213 | $2,448+113.0% | $2,722+91.5% | $2,111+146.9% |
| Participant deferral / active EE | $4,592 | $3,121+47.1% | $3,402+35.0% | $3,350+37.1% |
| Admin fee / account holder | $13 | $236-94.7% | $3,590-99.7% | $521-97.6% |