Filed November 19, 2008
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 GROUP8 years Filed as: USI ADVISORS, INC. Service code 26 · EIN 06-1397347 | Advisory (Participants) | $21,188 |
USI CONSULTING GROUP9 years Filed as: USI CONSULTING GROUP, INC. Service code 15 · EIN 06-1053228 95 GLASTONBURY BOULEVARD · GLASTONBURY, CT 06033 | Recordkeeping | $12,586 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,180 | $117,025+18.9% | $91,541+52.0% | $85,563+62.7% |
| Participation rate | 43.8% | 64.2%-20.4pp | 69.8%-26.0pp | 66.0%-22.2pp |
| Annual return | 15.84% | 18.02%-2.2pp | 20.50%-4.7pp | 31.51%-15.7pp |
| Employer contribution / active EE | $1,527 | $2,120-28.0% | $2,505-39.0% | $2,654-42.5% |
| Participant deferral / active EE | $3,034 | $3,446-12.0% | $4,008-24.3% | $4,375-30.7% |
| Admin fee / account holder | $171 | $1,242-86.2% | $6,956-97.5% | $834-79.4% |