Filed December 19, 1997
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.
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 GROUP1 year Filed as: USI ADVISORS INC Service code 16 · EIN 06-1397347 95 GLASTONBURY BLVD SUITE 102 · GLASTONBURY, CT 06033 | Consulting | $45,000 |
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 | $164,121 | $79,519+106.4% | $95,952+71.0% | $73,409+123.6% |
| Participation rate | 89.1% | 81.2%+8.0pp | 77.1%+12.1pp | 72.2%+17.0pp |
| Annual return | 20.02% | 19.20%+0.8pp | 91.61%-71.6pp | 59.29%-39.3pp |
| Employer contribution / active EE | $2,986 | $2,048+45.8% | $2,541+17.5% | $2,234+33.7% |
| Participant deferral / active EE | $5,589 | $4,138+35.1% | $4,167+34.1% | $3,805+46.9% |
| Admin fee / account holder | $132 | $184-28.1% | $6,795-98.1% | $158-16.1% |