Filed January 28, 2019
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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP7 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $35,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $12,189 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,655 | $66,457-17.8% | $81,382-32.8% | $77,643-29.6% |
| Participation rate | 95.7% | 68.7%+27.0pp | 69.5%+26.3pp | 70.6%+25.2pp |
| Annual return | 15.07% | 15.93%-0.9pp | 24.73%-9.7pp | 31.24%-16.2pp |
| Employer contribution / active EE | $2,293 | $2,159+6.2% | $2,463-6.9% | $2,726-15.9% |
| Participant deferral / active EE | $6,339 | $3,679+72.3% | $3,883+63.2% | $4,647+36.4% |
| Admin fee / account holder | $72 | $583-87.7% | $5,768-98.8% | $430-83.4% |