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 GROUP3 years Service code 12 · EIN 06-1053228 | Valuation (appraisals, etc.); Sub-tra... | $3,543 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $82,227 | $53,777+52.9% | $134,143-38.7% | $79,858+3.0% |
| Participation rate | 88.5% | 58.8%+29.7pp | 72.2%+16.3pp | 69.6%+18.8pp |
| Annual return | 3.37% | 19.01%-15.6pp | 36.33%-33.0pp | 31.71%-28.3pp |
| Employer contribution / active EE | $5,842 | $1,321+342.1% | $3,704+57.7% | $2,471+136.4% |
| Participant deferral / active EE | $0 | $2,420-100.0% | $3,499-100.0% | $3,740-100.0% |
| Admin fee / account holder | $33 | $3,984-99.2% | $6,684-99.5% | $5,306-99.4% |