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 GROUP7+ years Service code 12 · EIN 06-1053228 | Consulting (pension); Claims processi... | $73,129 |
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 | $116,422 | $111,491+4.4% | $189,513-38.6% | $86,799+34.1% |
| Participation rate | 99.4% | 87.3%+12.1pp | 87.8%+11.6pp | 72.3%+27.1pp |
| Annual return | 13.80% | 83.50%-69.7pp | 555.15%-541.4pp | 97.91%-84.1pp |
| Employer contribution / active EE | $5,634 | $3,951+42.6% | $6,162-8.6% | $2,405+134.2% |
| Participant deferral / active EE | $5,757 | $6,437-10.6% | $8,221-30.0% | $4,131+39.4% |
| Admin fee / account holder | $178 | $189-5.7% | $12,045-98.5% | $170+4.9% |