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 GROUP5+ years Service code 12 · EIN 06-1053228 | Participant loan processing; Account ... | $3,583 |
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 | $108,432 | $50,666+114.0% | $76,817+41.2% | $65,185+66.3% |
| Participation rate | 76.3% | 68.8%+7.5pp | 72.1%+4.2pp | 70.2%+6.1pp |
| Annual return | 21.72% | 28.51%-6.8pp | 1166.11%-1144.4pp | 29.38%-7.7pp |
| Employer contribution / active EE | $0 | $1,575-100.0% | $2,302-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $5,843 | $2,647+120.8% | $3,336+75.2% | $3,514+66.3% |
| Admin fee / account holder | $30 | $463-93.5% | $6,420-99.5% | $847-96.4% |