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 GROUP9+ years Service code 12 · EIN 06-1053228 | Trustee (directed); Distribution (12b... | $9,642 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,625 | $85,022+51.3% | $70,515+82.4% | $139,434-7.8% |
| Participation rate | 71.4% | 73.9%-2.5pp | 68.3%+3.1pp | 80.3%-8.9pp |
| Annual return | 20.58% | 30.38%-9.8pp | 32.77%-12.2pp | 372.94%-352.4pp |
| Employer contribution / active EE | $2,388 | $3,909-38.9% | $2,973-19.7% | $4,751-49.7% |
| Participant deferral / active EE | $2,867 | $5,890-51.3% | $4,567-37.2% | $6,710-57.3% |
| Admin fee / account holder | $108 | $8,906-98.8% | $6,412-98.3% | $11,403-99.0% |