Filed January 15, 1997
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 GROUP3 years Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $39,860 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVS Service code 15 · EIN 01-0233346 | Recordkeeping | $4,866 |
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 | $124,688 | $80,005+55.9% | $140,016-10.9% | $55,725+123.8% |
| Participation rate | 95.5% | 87.0%+8.5pp | 87.5%+8.0pp | 70.9%+24.6pp |
| Annual return | -3.13% | 0.46%-3.6pp | 651.12%-654.2pp | 244.93%-248.1pp |
| Employer contribution / active EE | $5,771 | $3,403+69.6% | $5,606+2.9% | $2,078+177.7% |
| Participant deferral / active EE | $13,430 | $5,264+155.1% | $6,927+93.9% | $3,356+300.3% |
| Admin fee / account holder | $77 | $116-33.3% | $10,705-99.3% | $115-33.0% |