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 | Consulting (pension); Recordkeeping f... | $29,835 |
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 | $37,281 | $43,999-15.3% | $79,464-53.1% | $55,725-33.1% |
| Participation rate | 81.6% | 66.9%+14.7pp | 73.3%+8.2pp | 70.9%+10.7pp |
| Annual return | -6.58% | 1.81%-8.4pp | 718.14%-724.7pp | 244.93%-251.5pp |
| Employer contribution / active EE | $4,069 | $1,830+122.4% | $2,800+45.3% | $2,078+95.8% |
| Participant deferral / active EE | $0 | $2,538-100.0% | $3,704-100.0% | $3,356-100.0% |
| Admin fee / account holder | $71 | $118-39.6% | $5,113-98.6% | $115-38.3% |