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 GROUP7+ years Service code 12 · EIN 06-1053228 | Finders' fees / placement fees; Valua... | $12,942 |
Service code 18 · EIN 94-1737782 | Recordkeeping fees; Account maintenan... | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $0 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,445 | $104,664+17.9% | $85,682+44.1% | $167,490-26.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 14.58% | 21.45%-6.9pp | 21.49%-6.9pp | 478.56%-464.0pp |
| Employer contribution / active EE | $3,896 | $3,337+16.7% | $2,618+48.8% | $4,837-19.5% |
| Participant deferral / active EE | $7,691 | $4,824+59.4% | $3,923+96.1% | $6,341+21.3% |
| Admin fee / account holder | $110 | $10,032-98.9% | $6,873-98.4% | $12,309-99.1% |