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 GROUP2 years Service code 12 · EIN 06-1053228 | Finders' fees / placement fees; Claim... | $57,116 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $8,422 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,020 | $66,124+81.5% | $90,404+32.8% | $73,488+63.3% |
| Participation rate | 93.2% | 69.7%+23.5pp | 72.7%+20.5pp | 70.7%+22.5pp |
| Annual return | 12.91% | 17.65%-4.7pp | 1293.02%-1280.1pp | 28.51%-15.6pp |
| Employer contribution / active EE | $5,649 | $2,346+140.8% | $3,262+73.2% | $2,270+148.9% |
| Participant deferral / active EE | $6,885 | $3,039+126.6% | $3,963+73.7% | $3,740+84.1% |
| Admin fee / account holder | $333 | $396-15.9% | $5,611-94.1% | $513-35.1% |