Filed May 15, 2013
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 Service code 12 · EIN 06-1053228 | Finders' fees / placement fees; Valua... | $54,902 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,908 | $52,293+26.0% | $178,490-63.1% | $73,409-10.2% |
| Participation rate | 95.6% | 65.3%+30.3pp | 81.9%+13.7pp | 72.2%+23.4pp |
| Annual return | 18.21% | 34.75%-16.5pp | 151.07%-132.9pp | 59.29%-41.1pp |
| Employer contribution / active EE | $2,461 | $1,735+41.8% | $5,011-50.9% | $2,234+10.2% |
| Participant deferral / active EE | $5,375 | $2,332+130.5% | $5,202+3.3% | $3,805+41.2% |
| Admin fee / account holder | $107 | $127-15.6% | $13,984-99.2% | $158-32.0% |