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 GROUP5+ years Service code 15 · EIN 06-1053228 | Recordkeeping | $14,669 |
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 | $87,759 | $60,795+44.4% | $69,455+26.4% | $65,185+34.6% |
| Participation rate | 89.3% | 74.9%+14.4pp | 74.6%+14.7pp | 70.2%+19.1pp |
| Annual return | 17.30% | 17.46%-0.2pp | 28.97%-11.7pp | 29.38%-12.1pp |
| Employer contribution / active EE | $4,445 | $2,452+81.3% | $2,779+60.0% | $2,177+104.2% |
| Participant deferral / active EE | $4,325 | $3,162+36.8% | $3,535+22.3% | $3,514+23.1% |
| Admin fee / account holder | $44 | $314-85.9% | $3,839-98.8% | $847-94.8% |