Filed February 29, 2024 (most recent of 10 filings on file)
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 Service code 12 · EIN 06-1053228 | Participant loan processing; Distribu... | $11,021 |
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 | $63,783 | $80,005-20.3% | $140,016-54.4% | $55,725+14.5% |
| Participation rate | 100.0% | 87.0%+13.0pp | 87.5%+12.5pp | 70.9%+29.1pp |
| Annual return | -4.95% | 0.46%-5.4pp | 651.12%-656.1pp | 244.93%-249.9pp |
| Employer contribution / active EE | $4,698 | $3,403+38.1% | $5,606-16.2% | $2,078+126.1% |
| Participant deferral / active EE | $4,409 | $5,264-16.2% | $6,927-36.3% | $3,356+31.4% |
| Admin fee / account holder | $146 | $116+26.3% | $10,705-98.6% | $115+26.8% |