Filed November 19, 2008
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 Filed as: USI ADVISORS, INC. Service code 26 · EIN 06-1397347 | Advisory (Participants) | $33,640 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Custodial (securities); Float revenue... | $18,829 |
USI CONSULTING GROUP8 years Filed as: USI CONSULTING GROUP, INC. Service code 15 · EIN 06-1053228 95 GLASTONBURY BOULEVARD · GLASTONBURY, CT 06033 | Recordkeeping | $10,747 |
CHARLES SCHWAB & CO., INC.10+ years Service code 18 · EIN 94-1737782 | Shareholder servicing fees; Custodial... | $30 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,127 | $62,146+99.7% | $81,438+52.4% | $74,546+66.5% |
| Participation rate | 94.5% | 64.1%+30.4pp | 69.5%+25.0pp | 67.2%+27.3pp |
| Annual return | 14.95% | 16.49%-1.5pp | 24.74%-9.8pp | 1366.03%-1351.1pp |
| Employer contribution / active EE | $3,428 | $1,883+82.1% | $2,460+39.3% | $2,624+30.6% |
| Participant deferral / active EE | $7,288 | $3,229+125.7% | $3,883+87.7% | $4,347+67.6% |
| Admin fee / account holder | $217 | $1,922-88.7% | $5,764-96.2% | $1,944-88.9% |