Filed May 8, 2025
See peer percentile detail with Solo.
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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $17,944 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $14,667 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,745 | $122,186-73.2% | $146,958-77.7% | $199,593-83.6% |
| Participation rate | 87.4% | 78.3%+9.1pp | 82.2%+5.2pp | 72.0%+15.4pp |
| Annual return | 20.97% | 30.56%-9.6pp | 418.34%-397.4pp | 34.25%-13.3pp |
| Employer contribution / active EE | $1,359 | $4,093-66.8% | $4,933-72.5% | $3,034-55.2% |
| Participant deferral / active EE | $4,489 | $8,502-47.2% | $8,070-44.4% | $5,087-11.8% |
| Admin fee / account holder | $28 | $179-84.3% | $12,998-99.8% | $269-89.5% |