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 GROUP2+ years Filed as: USI Service code 10 · EIN 06-1397347 | Accounting | $40,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$49,740 |
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 | $62,751 | $80,211-21.8% | $74,183-15.4% | $63,975-1.9% |
| Participation rate | 96.6% | 84.2%+12.4pp | 76.6%+19.9pp | 71.1%+25.4pp |
| Annual return | 8.03% | 14.13%-6.1pp | 17.74%-9.7pp | 48.65%-40.6pp |
| Employer contribution / active EE | $2,208 | $2,553-13.5% | $2,370-6.8% | $2,182+1.2% |
| Participant deferral / active EE | $5,008 | $4,370+14.6% | $3,550+41.1% | $3,356+49.2% |
| Admin fee / account holder | -$3 | $67-105.0% | $5,586-100.1% | $70-104.8% |