Filed May 25, 2011 (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 |
|---|---|---|
Service code 27 · EIN 33-1142688 | Advisory (Plan) | $34,423 |
USI CONSULTING GROUP2 years Service code 12 · EIN 06-1053228 | Redemption fees; Finders' fees / plac... | $27,563 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $4,395 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,247 | $52,293-44.1% | $178,490-83.6% | $73,409-60.2% |
| Participation rate | 88.2% | 65.3%+22.8pp | 81.9%+6.3pp | 72.2%+16.0pp |
| Annual return | 16.94% | 34.75%-17.8pp | 151.07%-134.1pp | 59.29%-42.4pp |
| Employer contribution / active EE | $2,490 | $1,735+43.5% | $5,011-50.3% | $2,234+11.5% |
| Participant deferral / active EE | $1,447 | $2,332-38.0% | $5,202-72.2% | $3,805-62.0% |
| Admin fee / account holder | $124 | $127-3.0% | $13,984-99.1% | $158-21.7% |