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 GROUP9+ years Service code 12 · EIN 06-1053228 | Recordkeeping and information managem... | $21,751 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,267 | $65,557+54.5% | $64,056+58.1% | $71,457+41.7% |
| Participation rate | 87.1% | 73.2%+13.9pp | 72.3%+14.8pp | 67.9%+19.2pp |
| Annual return | 15.85% | 18.94%-3.1pp | 33.69%-17.8pp | 28.85%-13.0pp |
| Employer contribution / active EE | $5,866 | $2,669+119.8% | $2,747+113.6% | $2,588+126.7% |
| Participant deferral / active EE | $6,427 | $3,626+77.3% | $3,880+65.6% | $4,289+49.9% |
| Admin fee / account holder | $67 | $616-89.1% | $3,068-97.8% | $1,587-95.8% |