Filed March 27, 1995
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 | Recordkeeping and information managem... | $63,648 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,242 | $52,670+147.3% | $90,404+44.1% | $73,409+77.4% |
| Participation rate | 70.6% | 67.7%+2.9pp | 72.7%-2.1pp | 72.2%-1.6pp |
| Annual return | 14.08% | 20.70%-6.6pp | 1293.02%-1278.9pp | 59.29%-45.2pp |
| Employer contribution / active EE | $3,064 | $1,872+63.7% | $3,262-6.1% | $2,234+37.2% |
| Participant deferral / active EE | $5,496 | $2,807+95.8% | $3,963+38.7% | $3,805+44.4% |
| Admin fee / account holder | $152 | $117+30.1% | $5,611-97.3% | $158-3.8% |