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 27 · EIN 06-1397347 | Advisory (Plan) | $40,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$170,436 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,058 | $130,141-34.6% | $86,677-1.9% | $77,904+9.2% |
| Participation rate | 91.5% | 85.9%+5.5pp | 76.6%+14.9pp | 73.7%+17.8pp |
| Annual return | -18.72% | -12.75%-6.0pp | 35.91%-54.6pp | 12.21%-30.9pp |
| Employer contribution / active EE | $2,924 | $3,220-9.2% | $2,836+3.1% | $2,848+2.7% |
| Participant deferral / active EE | $7,621 | $5,757+32.4% | $4,656+63.7% | $4,806+58.6% |
| Admin fee / account holder | -$40 | $132-130.5% | $7,493-100.5% | $133-130.3% |