Filed December 21, 2016
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 GROUP7 years Service code 12 · EIN 06-1053228 | Trustee (directed); Distribution (12b... | $30,813 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,122 | $48,795+254.8% | $65,493+164.3% | $84,808+104.1% |
| Participation rate | 85.1% | 67.0%+18.1pp | 73.1%+12.0pp | 68.3%+16.8pp |
| Annual return | 12.53% | 20.20%-7.7pp | 982.45%-969.9pp | 40.90%-28.4pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $10,641 | $2,928+263.4% | $3,961+168.7% | $4,212+152.7% |
| Admin fee / account holder | $247 | $3,877-93.6% | $5,028-95.1% | $7,344-96.6% |