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 GROUP9+ years Service code 12 · EIN 06-1053228 | Finders' fees / placement fees; Consu... | $50,252 |
CHARLES SCHWAB & CO., INC.4 years 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 | $67,721 | $47,126+43.7% | $149,673-54.8% | $74,419-9.0% |
| Participation rate | 97.8% | 63.4%+34.4pp | 78.8%+19.0pp | 70.7%+27.0pp |
| Annual return | 19.18% | 22.75%-3.6pp | 134.42%-115.2pp | 34.38%-15.2pp |
| Employer contribution / active EE | $2,919 | $1,905+53.2% | $4,818-39.4% | $2,637+10.7% |
| Participant deferral / active EE | $6,092 | $2,728+123.3% | $5,680+7.3% | $4,528+34.5% |
| Admin fee / account holder | $83 | $343-75.6% | $13,210-99.4% | $348-76.0% |