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 GROUP8+ years Service code 12 · EIN 06-1053228 | Finders' fees / placement fees; Sub-t... | $5,660 |
CHARLES SCHWAB & CO., INC.3 years Service code 21 · EIN 94-1737782 | Bank Trustee | $0 |
CHARLES SCHWAB & CO., INC.3 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 | $89,568 | $60,989+46.9% | $60,874+47.1% | $66,914+33.9% |
| Participation rate | 86.3% | 74.5%+11.8pp | 73.1%+13.2pp | 69.8%+16.5pp |
| Annual return | -12.98% | -9.60%-3.4pp | 16.90%-29.9pp | 1.58%-14.6pp |
| Employer contribution / active EE | $5,104 | $2,661+91.8% | $2,701+88.9% | $2,544+100.6% |
| Participant deferral / active EE | $5,717 | $3,615+58.2% | $3,817+49.8% | $4,237+34.9% |
| Admin fee / account holder | $17 | $338-94.9% | $3,224-99.5% | $593-97.1% |