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 GROUP8+ years Service code 12 · EIN 06-1053228 | Recordkeeping and information managem... | $67,819 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,608 | $46,292+7.2% | $143,757-65.5% | $64,808-23.5% |
| Participation rate | 95.8% | 64.2%+31.6pp | 80.3%+15.5pp | 71.5%+24.3pp |
| Annual return | -18.28% | -10.05%-8.2pp | -0.04%-18.2pp | 32.82%-51.1pp |
| Employer contribution / active EE | $2,588 | $1,910+35.5% | $4,951-47.7% | $2,506+3.3% |
| Participant deferral / active EE | $5,550 | $2,646+109.8% | $5,637-1.5% | $4,310+28.8% |
| Admin fee / account holder | $102 | $154-33.6% | $14,673-99.3% | $188-45.6% |