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 GROUP3+ years Service code 12 · EIN 06-1053228 | Recordkeeping and information managem... | $25,338 |
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 | $240,407 | $100,041+140.3% | $149,718+60.6% | $70,131+242.8% |
| Participation rate | 99.0% | 83.6%+15.4pp | 87.1%+11.9pp | 69.5%+29.4pp |
| Annual return | 15.91% | 27.43%-11.5pp | 1501.63%-1485.7pp | 73.14%-57.2pp |
| Employer contribution / active EE | $3,961 | $3,662+8.2% | $5,445-27.2% | $2,342+69.1% |
| Participant deferral / active EE | $6,805 | $4,983+36.6% | $6,569+3.6% | $3,332+104.2% |
| Admin fee / account holder | $217 | $8,286-97.4% | $11,283-98.1% | $4,645-95.3% |