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 GROUP7+ years Service code 12 · EIN 06-1053228 | Recordkeeping fees; Recordkeeping and... | $78,738 |
Service code 18 · EIN 94-1737782 | Custodial (other than securities); Ac... | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,203 | $58,290+156.0% | $98,442+51.6% | $86,799+71.9% |
| Participation rate | 63.3% | 68.3%-5.1pp | 73.3%-10.1pp | 72.3%-9.0pp |
| Annual return | 15.99% | 43.48%-27.5pp | 1492.73%-1476.7pp | 97.91%-81.9pp |
| Employer contribution / active EE | $3,049 | $2,008+51.9% | $2,960+3.0% | $2,405+26.8% |
| Participant deferral / active EE | $5,215 | $3,152+65.4% | $4,276+22.0% | $4,131+26.2% |
| Admin fee / account holder | $183 | $138+33.0% | $5,949-96.9% | $170+8.0% |