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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $39,145 |
USI CONSULTING GROUP1 year Filed as: USI ADVISOR INC Service code 27 · EIN 06-1493970 | Advisory (Plan) | $31,886 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $50,454 | $61,473-17.9% | $81,930-38.4% | $73,409-31.3% |
| Participation rate | 93.1% | 72.4%+20.7pp | 72.0%+21.1pp | 72.2%+21.0pp |
| Annual return | 19.95% | 28.26%-8.3pp | 29.49%-9.5pp | 59.29%-39.3pp |
| Employer contribution / active EE | $900 | $1,898-52.6% | $4,310-79.1% | $2,234-59.7% |
| Participant deferral / active EE | $4,182 | $3,080+35.8% | $7,107-41.2% | $3,805+9.9% |
| Admin fee / account holder | $157 | $125+25.3% | $5,158-97.0% | $158-0.4% |