Filed October 18, 2004
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 GROUP6+ years Service code 12 · EIN 06-1053228 | Participant loan processing; Recordke... | $320 |
Service code 21 · EIN 94-1737782 | Bank Trustee | $0 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $0 |
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 | $64,290 | $137,414-53.2% | $189,513-66.1% | $85,850-25.1% |
| Participation rate | 88.9% | 84.6%+4.3pp | 87.8%+1.1pp | 69.3%+19.6pp |
| Annual return | 23.25% | 38.14%-14.9pp | 555.15%-531.9pp | 318.53%-295.3pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,162-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,410 | $6,260+18.4% | $8,221-9.9% | $3,952+87.5% |
| Admin fee / account holder | $3 | $8,630-100.0% | $12,045-100.0% | $6,260-100.0% |