Filed February 4, 2025
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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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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 GROUP1 year Filed as: FINDLEY, A DIVISION OF USI CG Service code 15 · EIN 06-1053228 | Recordkeeping | $49,678 |
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 | $187,700 | $73,638+154.9% | $95,952+95.6% | $73,488+155.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 15.33% | 16.78%-1.4pp | 91.61%-76.3pp | 28.51%-13.2pp |
| Employer contribution / active EE | $2,431 | $1,863+30.5% | $2,541-4.3% | $2,270+7.1% |
| Participant deferral / active EE | $6,738 | $3,617+86.3% | $4,167+61.7% | $3,740+80.2% |
| Admin fee / account holder | $209 | $482-56.7% | $6,795-96.9% | $513-59.4% |