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 GROUP4+ years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $69,646 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $21,161 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $80,097 | $75,388+6.2% | $123,544-35.2% | $55,725+43.7% |
| Participation rate | 96.8% | 75.7%+21.1pp | 82.3%+14.5pp | 70.9%+25.9pp |
| Annual return | -7.30% | 4.48%-11.8pp | 119.20%-126.5pp | 244.93%-252.2pp |
| Employer contribution / active EE | $5,605 | $3,063+83.0% | $4,628+21.1% | $2,078+169.7% |
| Participant deferral / active EE | $8,250 | $5,651+46.0% | $6,426+28.4% | $3,356+145.9% |
| Admin fee / account holder | $167 | $120+39.7% | $9,284-98.2% | $115+45.3% |