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 GROUP4 years Filed as: USI CONSULTING GROUP, INC. Service code 15 · EIN 06-1053228 95 GLASTONBURY BLVD. · GLASTONBURY, CT 06033 | Recordkeeping | $7,605 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Custodial (other than securities); In... | $6,133 |
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 | $21,153 | $58,290-63.7% | $98,442-78.5% | $86,799-75.6% |
| Participation rate | 84.0% | 68.3%+15.7pp | 73.3%+10.7pp | 72.3%+11.7pp |
| Annual return | 26.79% | 43.48%-16.7pp | 1492.73%-1465.9pp | 97.91%-71.1pp |
| Employer contribution / active EE | $0 | $2,008-100.0% | $2,960-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $4,045 | $3,152+28.3% | $4,276-5.4% | $4,131-2.1% |
| Admin fee / account holder | $15 | $138-89.4% | $5,949-99.8% | $170-91.4% |