See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $33,032 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $25,273 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,543 | $79,013-36.0% | $100,391-49.7% | $74,495-32.2% |
| Participation rate | 89.4% | 79.5%+9.9pp | 81.5%+7.9pp | 67.2%+22.2pp |
| Annual return | 22.83% | 20.41%+2.4pp | 49.20%-26.4pp | 1364.94%-1342.1pp |
| Employer contribution / active EE | $0 | $3,021-100.0% | $3,942-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $13,302 | $7,760+71.4% | $8,082+64.6% | $4,346+206.1% |
| Admin fee / account holder | $201 | $1,320-84.8% | $7,899-97.5% | $1,942-89.7% |