Filed April 1, 2006 (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 |
|---|---|---|
USI CONSULTING GROUP6+ years Service code 12 · EIN 06-1053228 | Valuation (appraisals, etc.); Sub-tra... | $2,891 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $0 |
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 | $108,942 | $54,590+99.6% | $81,930+33.0% | $73,488+48.2% |
| Participation rate | 73.2% | 68.3%+4.9pp | 72.0%+1.2pp | 70.7%+2.5pp |
| Annual return | 17.86% | 17.74%+0.1pp | 29.49%-11.6pp | 28.51%-10.7pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $4,310-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $5,515 | $2,759+99.9% | $7,107-22.4% | $3,740+47.5% |
| Admin fee / account holder | $22 | $592-96.3% | $5,158-99.6% | $513-95.8% |