Filed October 18, 2004
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 9-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+ years Service code 12 · EIN 06-1053228 | Recordkeeping fees; Consulting (pensi... | $920 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $48,750 | $74,089-34.2% | $133,980-63.6% | $55,167-11.6% |
| Participation rate | 92.1% | 84.3%+7.8pp | 87.1%+5.0pp | 69.0%+23.1pp |
| Annual return | -0.11% | 12.11%-12.2pp | 29.30%-29.4pp | 169.23%-169.3pp |
| Employer contribution / active EE | $2,610 | $3,064-14.8% | $5,211-49.9% | $1,963+33.0% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $6,282-100.0% | $3,054-100.0% |
| Admin fee / account holder | $7 | $458-98.5% | $9,324-99.9% | $504-98.6% |