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 GROUP6 years Filed as: USI CONSULTING GROUP, INC. Service code 15 · EIN 06-1053228 95 GLASTONBURY BLVD. · GLASTONBURY, CT 06033 | Recordkeeping | $14,896 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Shareholder servicing fees; Custodial... | $6,888 |
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 | $24,782 | $52,208-52.5% | $86,612-71.4% | $74,419-66.7% |
| Participation rate | 84.8% | 66.3%+18.5pp | 71.7%+13.1pp | 70.7%+14.1pp |
| Annual return | 24.30% | 44.46%-20.2pp | 591.07%-566.8pp | 34.38%-10.1pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,022-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $4,921 | $3,383+45.5% | $4,438+10.9% | $4,528+8.7% |
| Admin fee / account holder | $22 | $319-93.2% | $5,614-99.6% | $348-93.8% |