Filed May 30, 2014
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 15 · EIN 06-1053228 | Recordkeeping | $8,112 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,647 | $102,553+47.9% | $151,6110% | $66,914+126.6% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -17.42% | -10.82%-6.6pp | 3.33%-20.8pp | 1.58%-19.0pp |
| Employer contribution / active EE | $10,048 | $4,180+140.4% | $6,166+63.0% | $2,544+294.9% |
| Participant deferral / active EE | $8,994 | $6,641+35.4% | $8,363+7.5% | $4,237+112.3% |
| Admin fee / account holder | $86 | $630-86.4% | $11,616-99.3% | $593-85.5% |