Filed January 28, 2014
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 GROUP10+ years Service code 12 · EIN 06-1053228 | Valuation (appraisals, etc.); Trustee... | $0 |
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 | $76,874 | $80,724-4.8% | $103,333-25.6% | $74,495+3.2% |
| Participation rate | 56.5% | 65.7%-9.2pp | 74.5%-18.1pp | 67.2%-10.7pp |
| Annual return | 13.89% | 27.56%-13.7pp | 24.88%-11.0pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $985 | $3,157-68.8% | $3,868-74.5% | $2,623-62.5% |
| Participant deferral / active EE | $2,976 | $3,860-22.9% | $5,057-41.2% | $4,346-31.5% |
| Admin fee / account holder | $112 | $2,368-95.2% | $8,355-98.7% | $1,942-94.2% |