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 GROUP4+ years Service code 12 · EIN 06-1053228 | Account maintenance fees; Recordkeepi... | $7,062 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,412 | $37,196-18.2% | $154,107-80.3% | $55,725-45.4% |
| Participation rate | 26.9% | 64.1%-37.2pp | 83.0%-56.2pp | 70.9%-44.0pp |
| Annual return | -4.15% | 1319.68%-1323.8pp | 735.12%-739.3pp | 244.93%-249.1pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $808 | $2,068-60.9% | $5,081-84.1% | $3,356-75.9% |
| Admin fee / account holder | $34 | $102-66.9% | $13,411-99.7% | $115-70.8% |