Filed September 24, 1992
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 GROUP3 years Service code 12 · EIN 06-1053228 | Finders' fees / placement fees; Parti... | $30,969 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,031 | $79,519-58.5% | $95,952-65.6% | $73,409-55.0% |
| Participation rate | 74.3% | 81.2%-6.9pp | 77.1%-2.8pp | 72.2%+2.1pp |
| Annual return | 18.10% | 19.20%-1.1pp | 91.61%-73.5pp | 59.29%-41.2pp |
| Employer contribution / active EE | $691 | $2,048-66.3% | $2,541-72.8% | $2,234-69.1% |
| Participant deferral / active EE | $1,833 | $4,138-55.7% | $4,167-56.0% | $3,805-51.8% |
| Admin fee / account holder | $114 | $184-38.2% | $6,795-98.3% | $158-27.9% |