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 GROUP6 years Service code 12 · EIN 06-1053228 | Redemption fees; Participant loan pro... | $36,442 |
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 | $60,163 | $76,050-20.9% | $96,544-37.7% | $71,457-15.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 15.69% | 22.81%-7.1pp | 25.84%-10.1pp | 28.85%-13.2pp |
| Employer contribution / active EE | $1,162 | $2,244-48.2% | $2,965-60.8% | $2,588-55.1% |
| Participant deferral / active EE | $4,553 | $4,215+8.0% | $4,851-6.1% | $4,289+6.2% |
| Admin fee / account holder | $224 | $2,707-91.7% | $8,252-97.3% | $1,587-85.9% |