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 GROUP2 years Filed as: USI ADVISOR INC Service code 27 · EIN 06-1493970 | Advisory (Plan) | $34,000 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $28,501 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,192 | $66,528-18.5% | $86,874-37.6% | $86,799-37.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 71.6%+28.4pp | 72.3%+27.7pp |
| Annual return | 16.50% | 19.56%-3.1pp | 63.52%-47.0pp | 97.91%-81.4pp |
| Employer contribution / active EE | $5,595 | $2,007+178.8% | $2,495+124.2% | $2,405+132.6% |
| Participant deferral / active EE | $4,851 | $3,240+49.7% | $3,699+31.2% | $4,131+17.4% |
| Admin fee / account holder | $187 | $148+26.0% | $5,828-96.8% | $170+10.0% |