Filed April 20, 2009
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 GROUP9 years Service code 12 · EIN 06-1053228 | Valuation (appraisals, etc.); Sub-tra... | $19,421 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,930 | $67,984+7.3% | $65,493+11.4% | $74,304-1.8% |
| Participation rate | 50.0% | 66.3%-16.3pp | 73.1%-23.1pp | 60.3%-10.3pp |
| Annual return | 56.20% | 19.87%+36.3pp | 982.45%-926.2pp | 29.43%+26.8pp |
| Employer contribution / active EE | $2,149 | $2,491-13.8% | $2,574-16.5% | $2,241-4.1% |
| Participant deferral / active EE | $3,583 | $3,346+7.1% | $3,961-9.5% | $3,767-4.9% |
| Admin fee / account holder | $94 | $1,373-93.2% | $5,028-98.1% | $2,969-96.8% |