Filed November 19, 2005
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 | Claims processing; Participant loan p... | $13,632 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,519 | $69,745+8.3% | $67,511+11.9% | $74,546+1.3% |
| Participation rate | 72.8% | 71.3%+1.4pp | 72.9%-0.1pp | 67.2%+5.6pp |
| Annual return | 10.21% | -40.37%+50.6pp | 3517.41%-3507.2pp | 1366.03%-1355.8pp |
| Employer contribution / active EE | $2,619 | $2,705-3.2% | $2,733-4.1% | $2,624-0.2% |
| Participant deferral / active EE | $3,709 | $3,636+2.0% | $4,000-7.3% | $4,347-14.7% |
| Admin fee / account holder | $55 | $894-93.9% | $3,999-98.6% | $1,944-97.2% |