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 GROUP5+ years Service code 12 · EIN 06-1053228 | Finders' fees / placement fees; Consu... | $59,229 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $108,338 | $54,237+99.7% | $90,281+20.0% | $67,579+60.3% |
| Participation rate | 67.8% | 68.6%-0.8pp | 73.3%-5.5pp | 71.3%-3.5pp |
| Annual return | 22.65% | 37.27%-14.6pp | 78.10%-55.4pp | 378.56%-355.9pp |
| Employer contribution / active EE | $2,684 | $1,846+45.4% | $2,854-6.0% | $2,148+25.0% |
| Participant deferral / active EE | $4,813 | $2,625+83.4% | $3,885+23.9% | $3,539+36.0% |
| Admin fee / account holder | $135 | $123+9.1% | $5,351-97.5% | $142-5.4% |