Filed August 9, 1999
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 GROUP6+ years Service code 12 · EIN 06-1053228 | Consulting (pension); Participant loa... | $14,167 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,970 | $59,839+82.1% | $81,983+32.9% | $79,858+36.5% |
| Participation rate | 60.5% | 61.6%-1.2pp | 69.2%-8.8pp | 69.6%-9.2pp |
| Annual return | 12.36% | 17.56%-5.2pp | 41.31%-28.9pp | 31.71%-19.4pp |
| Employer contribution / active EE | $3,200 | $1,713+86.8% | $2,498+28.1% | $2,471+29.5% |
| Participant deferral / active EE | $7,611 | $2,695+182.4% | $3,722+104.5% | $3,740+103.5% |
| Admin fee / account holder | $112 | $4,287-97.4% | $5,664-98.0% | $5,306-97.9% |