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 GROUP2 years Filed as: USI CONSULTING GROUP, INC. Service code 15 · EIN 06-1053228 | Recordkeeping | $68,893 |
USI CONSULTING GROUP2 years Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $41,844 |
CARON & BLETZER, PLLC3 years Service code 10 · EIN 04-3499945 | Accounting | $13,250 |
CHARLES SCHWAB & CO., INC.5 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 | $170,588 | $132,049+29.2% | $200,582-15.0% | $74,304+129.6% |
| Participation rate | 99.2% | 84.1%+15.1pp | 86.9%+12.3pp | 60.3%+38.8pp |
| Annual return | 14.48% | 22.22%-7.7pp | 42.33%-27.9pp | 29.43%-15.0pp |
| Employer contribution / active EE | $7,146 | $4,558+56.8% | $6,419+11.3% | $2,241+218.9% |
| Participant deferral / active EE | $7,064 | $7,213-2.1% | $9,331-24.3% | $3,767+87.5% |
| Admin fee / account holder | $742 | $2,405-69.1% | $16,305-95.4% | $2,969-75.0% |