Filed January 25, 2008
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 GROUP3+ years Service code 15 · EIN 06-1053228 | Recordkeeping | $5,652 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,393 | $46,173-34.2% | $170,442-82.2% | $69,631-56.4% |
| Participation rate | 20.7% | 63.9%-43.1pp | 83.6%-62.8pp | 70.7%-49.9pp |
| Annual return | 18.04% | 21.62%-3.6pp | 205.93%-187.9pp | 27571.02%-27553.0pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,433-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $452 | $2,080-78.3% | $4,939-90.9% | $3,224-86.0% |
| Admin fee / account holder | $24 | $116-79.3% | $13,880-99.8% | $110-78.2% |