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 year Filed as: USI ADVISORS, INC. Service code 16 · EIN 06-1397347 | Consulting | $50,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$81,609 |
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 | $71,678 | $78,852-9.1% | $76,768-6.6% | $75,289-4.8% |
| Participation rate | 94.5% | 85.0%+9.5pp | 77.0%+17.5pp | 72.4%+22.0pp |
| Annual return | -4.49% | -1.29%-3.2pp | 2.43%-6.9pp | -0.04%-4.5pp |
| Employer contribution / active EE | $2,338 | $2,794-16.3% | $2,485-5.9% | $2,405-2.8% |
| Participant deferral / active EE | $5,528 | $4,800+15.2% | $3,852+43.5% | $3,739+47.9% |
| Admin fee / account holder | -$11 | $79-113.4% | $6,675-100.2% | $102-110.3% |