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 GROUP4+ years Service code 12 · EIN 06-1053228 | Participant loan processing; Recordke... | $11,718 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $78,829 | $42,396+85.9% | $67,313+17.1% | $56,287+40.0% |
| Participation rate | 95.2% | 61.0%+34.3pp | 69.1%+26.2pp | 69.9%+25.4pp |
| Annual return | -8.13% | -36.63%+28.5pp | -4.08%-4.1pp | -9.96%+1.8pp |
| Employer contribution / active EE | $2,284 | $1,414+61.6% | $2,566-11.0% | $2,111+8.2% |
| Participant deferral / active EE | $4,155 | $2,360+76.1% | $3,568+16.5% | $3,350+24.1% |
| Admin fee / account holder | $60 | $510-88.1% | $4,507-98.7% | $521-88.4% |