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 GROUP8+ years Service code 12 · EIN 06-1053228 | Sub-transfer agency fees; Recordkeepi... | $10,070 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $5 |
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 | $94,493 | $82,286+14.8% | $68,791+37.4% | $134,475-29.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -16.84% | -2.19%-14.6pp | -6.38%-10.5pp | 417.96%-434.8pp |
| Employer contribution / active EE | $3,273 | $3,301-0.8% | $2,655+23.3% | $4,740-30.9% |
| Participant deferral / active EE | $5,657 | $4,739+19.4% | $3,941+43.5% | $6,400-11.6% |
| Admin fee / account holder | $95 | $6,481-98.5% | $4,932-98.1% | $11,426-99.2% |