Filed February 6, 2014 (most recent of 2 filings on file)
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 GROUP3+ years Service code 12 · EIN 06-1053228 | Recordkeeping fees; Consulting (gener... | $1,200 |
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 | $116,134 | $80,753+43.8% | $136,294-14.8% | $62,292+86.4% |
| Participation rate | 97.6% | 73.5%+24.0pp | 81.9%+15.7pp | 69.5%+28.1pp |
| Annual return | 25.51% | 35.83%-10.3pp | 5155.94%-5130.4pp | 28.90%-3.4pp |
| Employer contribution / active EE | $10,449 | $2,884+262.4% | $4,695+122.5% | $2,042+411.7% |
| Participant deferral / active EE | $8,093 | $5,164+56.7% | $6,247+29.5% | $3,169+155.4% |
| Admin fee / account holder | $6 | $525-98.8% | $9,243-99.9% | $479-98.7% |