Filed March 23, 2009
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 GROUP1+ years Filed as: USI Service code 10 · EIN 06-1397347 | Accounting | $65,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$39,930 |
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 | $63,966 | $71,957-11.1% | $67,652-5.4% | $59,188+8.1% |
| Participation rate | 96.5% | 82.7%+13.8pp | 75.7%+20.8pp | 69.4%+27.0pp |
| Annual return | 3.17% | 8.53%-5.4pp | 6625.04%-6621.9pp | 5.51%-2.3pp |
| Employer contribution / active EE | $2,138 | $2,432-12.1% | $2,266-5.6% | $2,098+1.9% |
| Participant deferral / active EE | $4,961 | $4,211+17.8% | $3,560+39.4% | $3,265+51.9% |
| Admin fee / account holder | $10 | $64-84.4% | $4,821-99.8% | $92-89.1% |