Filed January 5, 2015
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 | Claims processing; Valuation (apprais... | $27,204 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $291,525 | $137,414+112.2% | $189,513+53.8% | $85,850+239.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 14.34% | 38.14%-23.8pp | 555.15%-540.8pp | 318.53%-304.2pp |
| Employer contribution / active EE | $4,517 | $4,344+4.0% | $6,162-26.7% | $2,565+76.1% |
| Participant deferral / active EE | $7,896 | $6,260+26.1% | $8,221-4.0% | $3,952+99.8% |
| Admin fee / account holder | $231 | $8,630-97.3% | $12,045-98.1% | $6,260-96.3% |