See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP2 years Service code 12 · EIN 06-1053228 | Consulting (pension); Participant loa... | $16,899 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $5,660 |
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 | $141,023 | $58,879+139.5% | $178,490-21.0% | $73,488+91.9% |
| Participation rate | 93.2% | 66.2%+27.0pp | 81.9%+11.3pp | 70.7%+22.5pp |
| Annual return | 21.18% | 24.86%-3.7pp | 151.07%-129.9pp | 28.51%-7.3pp |
| Employer contribution / active EE | $7,568 | $2,236+238.4% | $5,011+51.0% | $2,270+233.4% |
| Participant deferral / active EE | $5,579 | $2,567+117.3% | $5,202+7.3% | $3,740+49.2% |
| Admin fee / account holder | $6 | $400-98.5% | $13,984-100.0% | $513-98.9% |