Filed June 23, 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 | Claims processing; Trustee (directed)... | $25,407 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $17,567 | $36,916-52.4% | $156,549-88.8% | $57,658-69.5% |
| Participation rate | 86.8% | 63.4%+23.4pp | 84.0%+2.8pp | 70.2%+16.6pp |
| Annual return | 6.76% | 12.38%-5.6pp | 32.23%-25.5pp | 5.13%+1.6pp |
| Employer contribution / active EE | $1,649 | $1,571+5.0% | $5,501-70.0% | $1,974-16.4% |
| Participant deferral / active EE | $2,684 | $1,926+39.4% | $4,871-44.9% | $3,061-12.3% |
| Admin fee / account holder | $47 | $82-42.4% | $13,027-99.6% | $95-49.8% |