Filed June 4, 2003 (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 GROUP1 year Service code 12 · EIN 06-1053228 | Claims processing; Participant loan p... | $5,766 |
Filed as: BENEFIT PLAN ADMIN SERVICES, INC. Service code 15 · EIN 16-1503696 | Recordkeeping | $2,984 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $17,023 | $52,293-67.4% | $178,490-90.5% | $73,409-76.8% |
| Participation rate | 88.4% | 65.3%+23.1pp | 81.9%+6.5pp | 72.2%+16.3pp |
| Annual return | 19.93% | 34.75%-14.8pp | 151.07%-131.1pp | 59.29%-39.4pp |
| Employer contribution / active EE | $1,969 | $1,735+13.5% | $5,011-60.7% | $2,234-11.8% |
| Participant deferral / active EE | $1,978 | $2,332-15.2% | $5,202-62.0% | $3,805-48.0% |
| Admin fee / account holder | $23 | $127-81.8% | $13,984-99.8% | $158-85.3% |