Filed January 28, 2019
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 Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $35,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,749 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $49,562 | $66,528-25.5% | $86,874-43.0% | $86,799-42.9% |
| Participation rate | 96.3% | 72.4%+24.0pp | 71.6%+24.7pp | 72.3%+24.0pp |
| Annual return | 16.62% | 19.56%-2.9pp | 63.52%-46.9pp | 97.91%-81.3pp |
| Employer contribution / active EE | $1,875 | $2,007-6.6% | $2,495-24.8% | $2,405-22.0% |
| Participant deferral / active EE | $5,410 | $3,240+67.0% | $3,699+46.3% | $4,131+31.0% |
| Admin fee / account holder | $82 | $148-45.0% | $5,828-98.6% | $170-51.9% |