Filed March 12, 2019 (most recent of 3 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 GROUP1 year Filed as: USI CONSULTING GROUP, INC. Service code 15 · EIN 06-1053228 | Recordkeeping | $66,736 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $38,154 |
CARON & BLETZER, PLLC2 years Service code 10 · EIN 04-3499945 | Accounting | $1,500 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 59 · EIN 82-3967259 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,945 | $122,239+35.8% | $184,203-9.9% | $74,495+122.8% |
| Participation rate | 97.6% | 85.5%+12.1pp | 86.8%+10.7pp | 67.2%+30.4pp |
| Annual return | 13.67% | 19.95%-6.3pp | 28.81%-15.1pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $6,583 | $4,537+45.1% | $6,427+2.4% | $2,623+151.0% |
| Participant deferral / active EE | $6,712 | $7,139-6.0% | $9,131-26.5% | $4,346+54.4% |
| Admin fee / account holder | $661 | $1,260-47.5% | $13,901-95.2% | $1,942-66.0% |