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 GROUP1+ years Service code 15 · EIN 06-1053228 | Recordkeeping | $29,358 |
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 | $31,855 | $38,925-18.2% | $73,843-56.9% | $55,191-42.3% |
| Participation rate | 85.9% | 66.0%+19.8pp | 73.4%+12.4pp | 69.2%+16.7pp |
| Annual return | -0.79% | 6.31%-7.1pp | 2267.84%-2268.6pp | 10.78%-11.6pp |
| Employer contribution / active EE | $3,607 | $1,695+112.8% | $2,787+29.4% | $1,899+90.0% |
| Participant deferral / active EE | $0 | $2,351-100.0% | $3,583-100.0% | $3,046-100.0% |
| Admin fee / account holder | $69 | $83-17.2% | $4,880-98.6% | $91-24.4% |