Filed January 28, 2014
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 GROUP9+ years Service code 12 · EIN 06-1053228 | Recordkeeping and information managem... | $6,906 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $1,741 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $60,276 | $76,670-21.4% | $96,683-37.7% | $71,457-15.6% |
| Participation rate | 61.3% | 66.6%-5.3pp | 74.3%-13.1pp | 67.9%-6.6pp |
| Annual return | 15.59% | 48.29%-32.7pp | 35.69%-20.1pp | 28.85%-13.3pp |
| Employer contribution / active EE | $1,158 | $3,031-61.8% | $3,737-69.0% | $2,588-55.3% |
| Participant deferral / active EE | $3,291 | $3,771-12.7% | $4,878-32.5% | $4,289-23.3% |
| Admin fee / account holder | $53 | $2,028-97.4% | $6,730-99.2% | $1,587-96.7% |