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 GROUP2+ years Service code 12 · EIN 06-1053228 | Claims processing; Finders' fees / pl... | $3,565 |
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 | $58,832 | $100,041-41.2% | $149,718-60.7% | $70,131-16.1% |
| Participation rate | 92.5% | 83.6%+8.9pp | 87.1%+5.4pp | 69.5%+23.0pp |
| Annual return | 9.54% | 27.43%-17.9pp | 1501.63%-1492.1pp | 73.14%-63.6pp |
| Employer contribution / active EE | $5,050 | $3,662+37.9% | $5,445-7.3% | $2,342+115.6% |
| Participant deferral / active EE | $0 | $4,983-100.0% | $6,569-100.0% | $3,332-100.0% |
| Admin fee / account holder | $41 | $8,286-99.5% | $11,283-99.6% | $4,645-99.1% |