Filed August 8, 2019 (most recent of 2 filings on file)
Total covered: 2 employees
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 GROUP4 years Service code 12 · EIN 06-1053228 | Participant loan processing; Recordke... | $13,718 |
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 | $82,268 | $67,984+21.0% | $65,493+25.6% | $74,304+10.7% |
| Participation rate | 85.1% | 66.3%+18.8pp | 73.1%+12.0pp | 60.3%+24.7pp |
| Annual return | 15.96% | 19.87%-3.9pp | 982.45%-966.5pp | 29.43%-13.5pp |
| Employer contribution / active EE | $4,179 | $2,491+67.7% | $2,574+62.3% | $2,241+86.4% |
| Participant deferral / active EE | $5,757 | $3,346+72.0% | $3,961+45.3% | $3,767+52.8% |
| Admin fee / account holder | $34 | $1,373-97.5% | $5,028-99.3% | $2,969-98.8% |