Filed January 19, 2010 (most recent of 2 filings on file)
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 GROUP1 year Service code 12 · EIN 06-1053228 | Finders' fees / placement fees; Recor... | $527 |
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 | $84,764 | $44,221+91.7% | $121,196-30.1% | $56,287+50.6% |
| Participation rate | 80.6% | 61.1%+19.5pp | 71.7%+8.8pp | 69.9%+10.7pp |
| Annual return | 9.80% | -3.58%+13.4pp | 16.93%-7.1pp | -9.96%+19.8pp |
| Employer contribution / active EE | $4,678 | $1,480+216.1% | $4,022+16.3% | $2,111+121.6% |
| Participant deferral / active EE | $0 | $2,521-100.0% | $3,344-100.0% | $3,350-100.0% |
| Admin fee / account holder | $6 | $480-98.8% | $5,019-99.9% | $521-98.9% |