Filed June 4, 2003 (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 GROUP3 years Service code 12 · EIN 06-1053228 | Account maintenance fees; Redemption ... | $6,908 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,609 | $46,292-72.8% | $143,757-91.2% | $64,808-80.5% |
| Participation rate | 99.7% | 64.2%+35.5pp | 80.3%+19.4pp | 71.5%+28.3pp |
| Annual return | -10.89% | -10.05%-0.8pp | -0.04%-10.8pp | 32.82%-43.7pp |
| Employer contribution / active EE | $1,791 | $1,910-6.2% | $4,951-63.8% | $2,506-28.5% |
| Participant deferral / active EE | $1,854 | $2,646-29.9% | $5,637-67.1% | $4,310-57.0% |
| Admin fee / account holder | $12 | $154-92.1% | $14,673-99.9% | $188-93.5% |