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 GROUP6+ years Filed as: USI Service code 27 · EIN 06-1397347 | Advisory (Plan) | $30,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$91,554 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,153 | $176,491-42.1% | $95,952+6.5% | $90,288+13.1% |
| Participation rate | 97.9% | 86.6%+11.4pp | 77.1%+20.9pp | 73.4%+24.6pp |
| Annual return | 18.64% | 20.14%-1.5pp | 91.61%-73.0pp | 53.97%-35.3pp |
| Employer contribution / active EE | $2,908 | $2,789+4.3% | $2,541+14.5% | $2,524+15.2% |
| Participant deferral / active EE | $6,991 | $5,340+30.9% | $4,167+67.8% | $4,232+65.2% |
| Admin fee / account holder | -$20 | $154-112.7% | $6,795-100.3% | $114-117.2% |