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 GROUP3+ years Filed as: USI SECURITIES, INC. Service code 22 · EIN 06-1493970 | Insurance Broker | $21,973 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $12,685 |
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 | $34,314 | $53,925-36.4% | $75,670-54.7% | $69,631-50.7% |
| Participation rate | 98.5% | 71.2%+27.3pp | 72.3%+26.1pp | 70.7%+27.8pp |
| Annual return | 20.78% | 17.84%+2.9pp | 27.34%-6.6pp | 27571.02%-27550.2pp |
| Employer contribution / active EE | $5,705 | $1,802+216.6% | $2,352+142.6% | $2,032+180.7% |
| Participant deferral / active EE | $2,561 | $2,569-0.3% | $3,142-18.5% | $3,224-20.5% |
| Admin fee / account holder | $39 | $97-60.0% | $5,800-99.3% | $110-64.8% |