Filed January 9, 2015
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 | Claims processing; Consulting (pensio... | $26,942 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,408 | $54,590-55.3% | $81,930-70.2% | $73,488-66.8% |
| Participation rate | 95.2% | 68.3%+26.9pp | 72.0%+23.2pp | 70.7%+24.5pp |
| Annual return | 15.05% | 17.74%-2.7pp | 29.49%-14.4pp | 28.51%-13.5pp |
| Employer contribution / active EE | $2,346 | $1,636+43.4% | $4,310-45.6% | $2,270+3.3% |
| Participant deferral / active EE | $2,073 | $2,759-24.9% | $7,107-70.8% | $3,740-44.6% |
| Admin fee / account holder | $102 | $592-82.8% | $5,158-98.0% | $513-80.2% |