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 GROUP2 years Service code 12 · EIN 06-1053228 | Sub-transfer agency fees; Recordkeepi... | $3,284 |
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $78,082 | $46,722+67.1% | $130,648-40.2% | $65,185+19.8% |
| Participation rate | 73.9% | 60.9%+13.0pp | 71.7%+2.2pp | 70.2%+3.7pp |
| Annual return | 5.26% | 24.17%-18.9pp | 1708.96%-1703.7pp | 29.38%-24.1pp |
| Employer contribution / active EE | $3,693 | $1,488+148.2% | $4,092-9.8% | $2,177+69.7% |
| Participant deferral / active EE | $0 | $2,545-100.0% | $3,603-100.0% | $3,514-100.0% |
| Admin fee / account holder | $30 | $453-93.3% | $5,464-99.4% | $847-96.4% |