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 GROUP7+ years Service code 12 · EIN 06-1053228 | Finders' fees / placement fees; Valua... | $5,818 |
CHARLES SCHWAB & CO., INC.2 years Service code 21 · EIN 94-1737782 | Bank Trustee | $0 |
CHARLES SCHWAB & CO., INC.2 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 | $102,236 | $74,706+36.9% | $75,696+35.1% | $79,386+28.8% |
| Participation rate | 95.9% | 75.3%+20.6pp | 74.8%+21.1pp | 70.7%+25.2pp |
| Annual return | 12.45% | 18.52%-6.1pp | 104.53%-92.1pp | 116.85%-104.4pp |
| Employer contribution / active EE | $5,476 | $2,590+111.4% | $2,743+99.7% | $2,427+125.6% |
| Participant deferral / active EE | $6,044 | $3,533+71.1% | $3,821+58.2% | $4,046+49.4% |
| Admin fee / account holder | $17 | $374-95.4% | $3,619-99.5% | $626-97.2% |