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 | Claims processing; Valuation (apprais... | $31,033 |
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 | $44,278 | $54,237-18.4% | $90,281-51.0% | $67,579-34.5% |
| Participation rate | 61.0% | 68.6%-7.6pp | 73.3%-12.3pp | 71.3%-10.3pp |
| Annual return | 20.71% | 37.27%-16.6pp | 78.10%-57.4pp | 378.56%-357.8pp |
| Employer contribution / active EE | $3,224 | $1,846+74.6% | $2,854+12.9% | $2,148+50.1% |
| Participant deferral / active EE | $0 | $2,625-100.0% | $3,885-100.0% | $3,539-100.0% |
| Admin fee / account holder | $72 | $123-41.9% | $5,351-98.7% | $142-49.6% |