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 GROUP3 years Service code 12 · EIN 06-1053228 | Recordkeeping and information managem... | $36,612 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,321 | $59,584-60.9% | $86,874-73.2% | $79,386-70.6% |
| Participation rate | 93.8% | 67.7%+26.1pp | 71.6%+22.2pp | 70.7%+23.1pp |
| Annual return | 11.53% | 23.15%-11.6pp | 63.52%-52.0pp | 116.85%-105.3pp |
| Employer contribution / active EE | $1,838 | $1,768+4.0% | $2,495-26.4% | $2,427-24.3% |
| Participant deferral / active EE | $1,893 | $3,036-37.6% | $3,699-48.8% | $4,046-53.2% |
| Admin fee / account holder | $112 | $604-81.5% | $5,828-98.1% | $626-82.1% |