Filed June 23, 2003
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 GROUP4 years Service code 12 · EIN 06-1053228 | Finders' fees / placement fees; Sub-t... | $37,128 |
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $25 |
CHARLES SCHWAB & CO., INC.2 years Service code 18 · EIN 94-1737782 | Investment management; Custodial (oth... | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,533 | $79,124+100.4% | $60,874+160.4% | $64,808+144.6% |
| Participation rate | 39.4% | 77.7%-38.3pp | 73.1%-33.7pp | 71.5%-32.1pp |
| Annual return | -13.22% | -7.13%-6.1pp | 16.90%-30.1pp | 32.82%-46.0pp |
| Employer contribution / active EE | $3,072 | $3,050+0.7% | $2,701+13.7% | $2,506+22.6% |
| Participant deferral / active EE | $4,202 | $3,725+12.8% | $3,817+10.1% | $4,310-2.5% |
| Admin fee / account holder | $82 | $106-22.4% | $3,224-97.5% | $188-56.3% |