Filed March 27, 1995
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 GROUP4+ years Service code 12 · EIN 06-1053228 | Participant loan processing; Account ... | $59,596 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $89,539 | $43,999+103.5% | $79,464+12.7% | $55,725+60.7% |
| Participation rate | 66.1% | 66.9%-0.8pp | 73.3%-7.2pp | 70.9%-4.8pp |
| Annual return | -6.52% | 1.81%-8.3pp | 718.14%-724.7pp | 244.93%-251.5pp |
| Employer contribution / active EE | $2,626 | $1,830+43.6% | $2,800-6.2% | $2,078+26.4% |
| Participant deferral / active EE | $4,531 | $2,538+78.5% | $3,704+22.3% | $3,356+35.0% |
| Admin fee / account holder | $141 | $118+19.8% | $5,113-97.2% | $115+22.3% |