Filed February 25, 2022
Total covered: 250 employees
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 Service code 12 · EIN 06-1053228 | Redemption fees; Distribution (12b-1)... | $10,416 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $8,268 | $37,196-77.8% | $154,107-94.6% | $55,725-85.2% |
| Participation rate | 95.5% | 64.1%+31.4pp | 83.0%+12.4pp | 70.9%+24.6pp |
| Annual return | -7.27% | 1319.68%-1326.9pp | 735.12%-742.4pp | 244.93%-252.2pp |
| Employer contribution / active EE | $282 | $1,614-82.5% | $5,298-94.7% | $2,078-86.4% |
| Participant deferral / active EE | $978 | $2,068-52.7% | $5,081-80.8% | $3,356-70.9% |
| Admin fee / account holder | $24 | $102-76.7% | $13,411-99.8% | $115-79.4% |