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 GROUP5 years Service code 12 · EIN 06-1053228 | Recordkeeping fees; Valuation (apprai... | $9,810 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,431 | $67,984+19.8% | $65,493+24.3% | $74,304+9.6% |
| Participation rate | 60.9% | 66.3%-5.4pp | 73.1%-12.2pp | 60.3%+0.5pp |
| Annual return | 12.76% | 19.87%-7.1pp | 982.45%-969.7pp | 29.43%-16.7pp |
| Employer contribution / active EE | $2,431 | $2,491-2.4% | $2,574-5.6% | $2,241+8.5% |
| Participant deferral / active EE | $3,097 | $3,346-7.5% | $3,961-21.8% | $3,767-17.8% |
| Admin fee / account holder | $35 | $1,373-97.4% | $5,028-99.3% | $2,969-98.8% |