Filed January 19, 2010 (most recent of 2 filings on file)
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 GROUP5 years Service code 12 · EIN 06-1053228 | Consulting (pension); Claims processi... | $6,013 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST COMPANY 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 | $89,560 | $45,602+96.4% | $117,472-23.8% | $66,914+33.8% |
| Participation rate | 70.2% | 57.6%+12.6pp | 70.6%-0.4pp | 69.8%+0.4pp |
| Annual return | -12.62% | -16.74%+4.1pp | 29.74%-42.4pp | 1.58%-14.2pp |
| Employer contribution / active EE | $4,864 | $1,579+208.1% | $4,176+16.5% | $2,544+91.2% |
| Participant deferral / active EE | $0 | $2,845-100.0% | $4,070-100.0% | $4,237-100.0% |
| Admin fee / account holder | $64 | $661-90.3% | $5,645-98.9% | $593-89.2% |