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) | $79,635 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS,INC. Service code 99 · EIN 06-1397347 | Other Fees | $43,020 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $123,059 | $121,341+1.4% | $189,513-35.1% | $79,386+55.0% |
| Participation rate | 90.9% | 86.1%+4.7pp | 87.8%+3.0pp | 70.7%+20.1pp |
| Annual return | 16.75% | 21.08%-4.3pp | 555.15%-538.4pp | 116.85%-100.1pp |
| Employer contribution / active EE | $5,303 | $3,915+35.5% | $6,162-13.9% | $2,427+118.5% |
| Participant deferral / active EE | $10,679 | $6,395+67.0% | $8,221+29.9% | $4,046+164.0% |
| Admin fee / account holder | $402 | $651-38.3% | $12,045-96.7% | $626-35.8% |