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 GROUP4+ years Service code 12 · EIN 06-1053228 | Valuation (appraisals, etc.); Consult... | $24,607 |
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 | $208,260 | $94,529+120.3% | $140,016+48.7% | $64,186+224.5% |
| Participation rate | 99.0% | 84.1%+14.9pp | 87.5%+11.5pp | 69.6%+29.4pp |
| Annual return | -3.70% | 7.77%-11.5pp | 651.12%-654.8pp | 7.63%-11.3pp |
| Employer contribution / active EE | $4,111 | $3,812+7.8% | $5,606-26.7% | $2,381+72.7% |
| Participant deferral / active EE | $7,092 | $5,250+35.1% | $6,927+2.4% | $3,470+104.4% |
| Admin fee / account holder | $210 | $6,741-96.9% | $10,705-98.0% | $4,888-95.7% |