Filed February 25, 1998
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 11 · EIN 06-1053228 | Actuarial | $40,336 |
CHERNOFF DIAMOND & CO., LLC3 years Service code 11 · EIN 11-2836994 | Actuarial | $12,308 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $7,849 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $123,106 | $51,620+138.5% | $90,281+36.4% | $65,185+88.9% |
| Participation rate | 93.1% | 68.6%+24.4pp | 73.3%+19.8pp | 70.2%+22.9pp |
| Annual return | 20.21% | 24.94%-4.7pp | 78.10%-57.9pp | 29.38%-9.2pp |
| Employer contribution / active EE | $6,275 | $2,235+180.8% | $2,854+119.8% | $2,177+188.3% |
| Participant deferral / active EE | $7,079 | $2,871+146.6% | $3,885+82.2% | $3,514+101.5% |
| Admin fee / account holder | $328 | $384-14.6% | $5,351-93.9% | $847-61.3% |