Filed October 30, 1996
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 | Consulting (pension); Trustee (direct... | $12,647 |
Service code 21 · EIN 94-1737782 | Bank Trustee | $0 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $0 |
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 | $103,813 | $65,322+58.9% | $70,449+47.4% | $73,488+41.3% |
| Participation rate | 93.6% | 77.0%+16.6pp | 75.1%+18.5pp | 70.7%+22.9pp |
| Annual return | 12.70% | 15.71%-3.0pp | 109.03%-96.3pp | 28.51%-15.8pp |
| Employer contribution / active EE | $5,336 | $2,460+117.0% | $2,737+95.0% | $2,270+135.1% |
| Participant deferral / active EE | $5,790 | $3,375+71.6% | $3,709+56.1% | $3,740+54.8% |
| Admin fee / account holder | $41 | $214-80.9% | $3,845-98.9% | $513-92.0% |