Filed February 29, 2024 (most recent of 10 filings on file)
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 | Float revenue; Finders' fees / placem... | $13,087 |
Filed as: CHARLES SCHWAB TRUST COMPANY 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 | $103,734 | $111,608-7.1% | $177,821-41.7% | $73,409+41.3% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.7%+12.3pp | 72.2%+27.8pp |
| Annual return | 23.38% | 18.23%+5.2pp | 48.32%-24.9pp | 59.29%-35.9pp |
| Employer contribution / active EE | $5,433 | $3,796+43.1% | $5,918-8.2% | $2,234+143.2% |
| Participant deferral / active EE | $5,197 | $6,199-16.2% | $7,714-32.6% | $3,805+36.6% |
| Admin fee / account holder | $185 | $166+11.7% | $12,427-98.5% | $158+17.1% |