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 GROUP5+ years Service code 12 · EIN 06-1053228 | Claims processing; Account maintenanc... | $26,462 |
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 | $247,270 | $109,359+126.1% | $162,163+52.5% | $72,985+238.8% |
| Participation rate | 96.9% | 84.3%+12.6pp | 87.6%+9.3pp | 69.5%+27.4pp |
| Annual return | 21.12% | 25.46%-4.3pp | 115.59%-94.5pp | 81.00%-59.9pp |
| Employer contribution / active EE | $4,000 | $3,907+2.4% | $5,614-28.8% | $2,440+63.9% |
| Participant deferral / active EE | $6,639 | $5,481+21.1% | $7,298-9.0% | $3,607+84.0% |
| Admin fee / account holder | $222 | $7,972-97.2% | $10,843-97.9% | $5,124-95.7% |