Filed August 9, 1999
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 GROUP1+ years Service code 12 · EIN 06-1053228 | Float revenue; Participant loan proce... | $2,393 |
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 | $61,188 | $46,745+30.9% | $60,547+1.1% | $52,331+16.9% |
| Participation rate | 91.1% | 58.6%+32.5pp | 68.0%+23.1pp | 68.1%+23.0pp |
| Annual return | -1.30% | 0.61%-1.9pp | 335.64%-336.9pp | 4.54%-5.8pp |
| Employer contribution / active EE | $2,163 | $1,259+71.8% | $2,419-10.6% | $1,882+15.0% |
| Participant deferral / active EE | $4,501 | $2,145+109.9% | $3,328+35.3% | $3,022+48.9% |
| Admin fee / account holder | $11 | $537-97.9% | $4,536-99.8% | $592-98.1% |