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 GROUP1 year Filed as: USI CONSULTING GROUP, INC. Service code 15 · EIN 06-1053228 95 GLASTONBURY BOULEVARD · GLASTONBURY, CT 06033 | Recordkeeping | $28,878 |
CLARK NUBER1 year Filed as: CLARK NUBER P.S. Service code 10 · EIN 91-1164016 | Accounting | $12,631 |
CHARLES SCHWAB & CO., INC.3+ years Service code 18 · EIN 94-1737782 | Custodial (securities); Custodial (ot... | $246 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK/ TRUST COMPANY Service code 18 · EIN 42-1558009 | Shareholder servicing fees; Custodial... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $107,683 | $53,925+99.7% | $75,670+42.3% | $69,631+54.6% |
| Participation rate | 38.5% | 71.2%-32.7pp | 72.3%-33.9pp | 70.7%-32.2pp |
| Annual return | 14.76% | 17.84%-3.1pp | 27.34%-12.6pp | 27571.02%-27556.3pp |
| Employer contribution / active EE | $501 | $1,802-72.2% | $2,352-78.7% | $2,032-75.3% |
| Participant deferral / active EE | $2,505 | $2,569-2.5% | $3,142-20.3% | $3,224-22.3% |
| Admin fee / account holder | $128 | $97+31.9% | $5,800-97.8% | $110+16.0% |