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 GROUP11+ years Service code 12 · EIN 06-1053228 | Finders' fees / placement fees; Claim... | $20,423 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,035 | $86,944-19.4% | $107,525-34.9% | $74,304-5.7% |
| Participation rate | 63.2% | 59.6%+3.6pp | 75.1%-11.9pp | 60.3%+2.8pp |
| Annual return | 16.22% | 23.52%-7.3pp | 181.32%-165.1pp | 29.43%-13.2pp |
| Employer contribution / active EE | $1,134 | $2,757-58.9% | $3,754-69.8% | $2,241-49.4% |
| Participant deferral / active EE | $3,461 | $3,554-2.6% | $5,116-32.3% | $3,767-8.1% |
| Admin fee / account holder | $139 | $3,727-96.3% | $8,919-98.4% | $2,969-95.3% |