See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $53,002 |
USI CONSULTING GROUP6+ years Filed as: USI ADVISORS, INC. Service code 99 · EIN 06-1397347 | Other Fees | $33,171 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $140,184 | $136,307+2.8% | $177,821-21.2% | $73,488+90.8% |
| Participation rate | 92.9% | 86.1%+6.8pp | 87.7%+5.2pp | 70.7%+22.2pp |
| Annual return | 25.80% | 18.68%+7.1pp | 48.32%-22.5pp | 28.51%-2.7pp |
| Employer contribution / active EE | $4,649 | $3,712+25.2% | $5,918-21.4% | $2,270+104.8% |
| Participant deferral / active EE | $10,138 | $5,829+73.9% | $7,714+31.4% | $3,740+171.1% |
| Admin fee / account holder | $358 | $596-40.0% | $12,427-97.1% | $513-30.3% |