Filed December 14, 2005
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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 Filed as: USI CONSULTING GROUP INC Service code 65 · EIN 06-1053228 | Account Maintenance | $93,636 |
Filed as: PROCOURSE FIDUCIARY ADVISORS Service code 26 · EIN 45-5291215 | Advisory (Participants) | $12,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,374 | $50,820-30.4% | $155,567-77.3% | $77,671-54.5% |
| Participation rate | 95.8% | 63.1%+32.7pp | 78.2%+17.6pp | 70.6%+25.2pp |
| Annual return | 12.60% | 34.85%-22.2pp | 64.74%-52.1pp | 31.21%-18.6pp |
| Employer contribution / active EE | $3,775 | $1,993+89.4% | $4,674-19.2% | $2,726+38.4% |
| Participant deferral / active EE | $2,255 | $2,823-20.1% | $5,628-59.9% | $4,648-51.5% |
| Admin fee / account holder | $105 | $436-75.9% | $15,916-99.3% | $430-75.6% |