Filed January 5, 2015
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 | Consulting (pension); Valuation (appr... | $9,506 |
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 | $209,474 | $87,841+138.5% | $133,980+56.3% | $62,891+233.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 7.47% | 12.05%-4.6pp | 29.30%-21.8pp | 20.14%-12.7pp |
| Employer contribution / active EE | $3,879 | $3,483+11.4% | $5,211-25.6% | $2,281+70.1% |
| Participant deferral / active EE | $7,059 | $4,812+46.7% | $6,282+12.4% | $3,203+120.4% |
| Admin fee / account holder | $79 | $5,371-98.5% | $9,324-99.2% | $4,296-98.2% |