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 GROUP4 years Service code 12 · EIN 06-1053228 | Redemption fees; Participant loan pro... | $18,791 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,701 | $47,126-73.0% | $149,673-91.5% | $74,419-82.9% |
| Participation rate | 93.8% | 63.4%+30.4pp | 78.8%+15.1pp | 70.7%+23.1pp |
| Annual return | 20.97% | 22.75%-1.8pp | 134.42%-113.4pp | 34.38%-13.4pp |
| Employer contribution / active EE | $1,846 | $1,905-3.1% | $4,818-61.7% | $2,637-30.0% |
| Participant deferral / active EE | $2,039 | $2,728-25.2% | $5,680-64.1% | $4,528-55.0% |
| Admin fee / account holder | $51 | $343-85.2% | $13,210-99.6% | $348-85.4% |