Filed October 21, 2008
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 GROUP10+ years Service code 12 · EIN 06-1053228 | Recordkeeping fees; Redemption fees; ... | $108,354 |
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 | $108,509 | $122,186-11.2% | $146,958-26.2% | $199,593-45.6% |
| Participation rate | 99.0% | 78.3%+20.7pp | 82.2%+16.8pp | 72.0%+27.0pp |
| Annual return | 13.67% | 30.56%-16.9pp | 418.34%-404.7pp | 34.25%-20.6pp |
| Employer contribution / active EE | $3,592 | $4,093-12.2% | $4,933-27.2% | $3,034+18.4% |
| Participant deferral / active EE | $7,771 | $8,502-8.6% | $8,070-3.7% | $5,087+52.8% |
| Admin fee / account holder | $42 | $179-76.3% | $12,998-99.7% | $269-84.2% |