Filed February 25, 2022
Total covered: 250 employees
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP9 years Service code 12 · EIN 06-1053228 | Account maintenance fees; Participant... | $4,259 |
10 funds of $250K or more; 14 lines in all, holding $7.8M of the plan's $8.1M. From the 2024 filing. Recordkeeper: Charles Schwab.
Target-date series: Fidelity Freedom, mutual fund, 56% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 9 vintages | $4.3M | 55.7% |
| Vanguard Index Admiral Vanguard · Mutual fund Index | $2.3M | 29.3% |
| Insurance company general account: Prudential Retirement Insurance and Annuity Company Prudential (PGIM) · Insurance contract | $333K | 4.3% |
| ClearBridge Select Fund Franklin Templeton · Mutual fund | $182K | 2.3% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $175K | 2.2% |
| MFS International Diversification Fund MFS (Sun Life) · Mutual fund | $166K | 2.1% |
| Alliance Bernstein Large Cap Growth Fund AllianceBernstein · Mutual fund | $92K | 1.2% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $81K | 1.0% |
| Victory Sycamore Established Value Fund Victory Capital · Mutual fund | $60K | 0.8% |
| JPMorgan U.S. Equity Fund JPMorgan · Mutual fund | $51K | 0.7% |
See the other 4 lines in this lineup with Solo.
Solo shows every fund in this plan's lineup and every change since the prior filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,569 | $50,815-30.0% | $155,509-77.1% | $77,643-54.2% |
| Participation rate | 43.1% | 63.1%-20.0pp | 78.2%-35.1pp | 70.6%-27.5pp |
| Annual return | 12.70% | 34.80%-22.1pp | 64.67%-52.0pp | 31.24%-18.5pp |
| Employer contribution / active EE | $453 | $1,993-77.3% | $4,672-90.3% | $2,726-83.4% |
| Participant deferral / active EE | $1,562 | $2,822-44.6% | $5,626-72.2% | $4,647-66.4% |
| Admin fee / account holder | $60 | $437-86.2% | $15,912-99.6% | $430-86.0% |