Filed June 21, 2002
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 | Valuation (appraisals, etc.); Sub-tra... | $23,305 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,084 | $71,666+41.0% | $117,854-14.2% | $69,631+45.2% |
| Participation rate | 71.4% | 77.5%-6.1pp | 79.7%-8.2pp | 70.7%+0.7pp |
| Annual return | 15.04% | 18.86%-3.8pp | 335.08%-320.0pp | 27571.02%-27556.0pp |
| Employer contribution / active EE | $1,252 | $1,889-33.7% | $3,786-66.9% | $2,032-38.4% |
| Participant deferral / active EE | $3,513 | $3,340+5.2% | $4,482-21.6% | $3,224+9.0% |
| Admin fee / account holder | $82 | $120-31.6% | $8,020-99.0% | $110-25.4% |