Filed January 9, 2015
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 GROUP4 years Service code 12 · EIN 06-1053228 | Finders' fees / placement fees; Sub-t... | $36,612 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,131 |
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 | $18,932 | $50,199-62.3% | $70,092-73.0% | $66,914-71.7% |
| Participation rate | 96.2% | 66.3%+29.8pp | 70.5%+25.7pp | 69.8%+26.4pp |
| Annual return | -15.29% | -13.85%-1.4pp | 190.73%-206.0pp | 1.58%-16.9pp |
| Employer contribution / active EE | $1,364 | $1,864-26.8% | $2,559-46.7% | $2,544-46.4% |
| Participant deferral / active EE | $2,375 | $3,112-23.7% | $3,849-38.3% | $4,237-43.9% |
| Admin fee / account holder | $56 | $600-90.6% | $6,267-99.1% | $593-90.5% |