Filed April 1, 2006 (most recent of 2 filings on file)
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 | Finders' fees / placement fees; Trust... | $5,928 |
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 | $93,204 | $43,504+114.2% | $68,793+35.5% | $56,287+65.6% |
| Participation rate | 82.7% | 67.8%+14.8pp | 72.2%+10.5pp | 69.9%+12.8pp |
| Annual return | -4.86% | -3.15%-1.7pp | -4.63%-0.2pp | -9.96%+5.1pp |
| Employer contribution / active EE | $0 | $1,525-100.0% | $2,625-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $6,765 | $2,509+169.6% | $3,311+104.3% | $3,350+102.0% |
| Admin fee / account holder | $52 | $515-90.0% | $5,131-99.0% | $521-90.1% |