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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP3 years Service code 12 · EIN 06-1053228 | Account maintenance fees; Consulting ... | $10,162 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,063 | $55,002-67.2% | $59,878-69.8% | $56,287-67.9% |
| Participation rate | 55.4% | 75.9%-20.5pp | 74.7%-19.3pp | 69.9%-14.4pp |
| Annual return | -3.13% | 1.13%-4.3pp | 3.46%-6.6pp | -9.96%+6.8pp |
| Employer contribution / active EE | $434 | $2,448-82.3% | $2,722-84.1% | $2,111-79.4% |
| Participant deferral / active EE | $1,744 | $3,121-44.1% | $3,402-48.7% | $3,350-47.9% |
| Admin fee / account holder | $56 | $236-76.1% | $3,590-98.4% | $521-89.2% |