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 ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $40,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$88,393 |
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 | $84,053 | $105,247-20.1% | $87,100-3.5% | $77,787+8.1% |
| Participation rate | 97.7% | 85.8%+11.9pp | 76.9%+20.8pp | 73.2%+24.5pp |
| Annual return | 23.79% | 24.52%-0.7pp | 28.19%-4.4pp | 32.57%-8.8pp |
| Employer contribution / active EE | $2,627 | $2,895-9.2% | $2,521+4.2% | $2,504+4.9% |
| Participant deferral / active EE | $6,109 | $5,060+20.7% | $4,049+50.9% | $3,967+54.0% |
| Admin fee / account holder | -$16 | $104-115.2% | $7,497-100.2% | $100-115.9% |