Filed March 27, 2011
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 GROUP1+ years Filed as: USI SECURITIES, INC. Service code 22 · EIN 06-1493970 | Insurance Broker | $22,558 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $8,270 |
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 | $44,057 | $43,550+1.2% | $63,517-30.6% | $52,331-15.8% |
| Participation rate | 99.3% | 65.7%+33.6pp | 71.0%+28.3pp | 68.1%+31.2pp |
| Annual return | 0.78% | 2.03%-1.3pp | -70.30%+71.1pp | 4.54%-3.8pp |
| Employer contribution / active EE | $4,851 | $1,351+259.0% | $2,322+108.9% | $1,882+157.8% |
| Participant deferral / active EE | $3,450 | $2,254+53.1% | $2,953+16.8% | $3,022+14.2% |
| Admin fee / account holder | $49 | $387-87.3% | $5,892-99.2% | $592-91.7% |