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 GROUP8+ years Service code 12 · EIN 06-1053228 | Trustee (directed); Recordkeeping fee... | $90,634 |
CHARLES SCHWAB & CO., INC.3 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 | $122,052 | $47,722+155.8% | $82,719+47.5% | $64,808+88.3% |
| Participation rate | 59.3% | 67.6%-8.3pp | 72.6%-13.2pp | 71.5%-12.1pp |
| Annual return | -15.44% | -13.05%-2.4pp | 701.18%-716.6pp | 32.82%-48.3pp |
| Employer contribution / active EE | $2,985 | $2,179+37.0% | $3,009-0.8% | $2,506+19.1% |
| Participant deferral / active EE | $5,333 | $3,329+60.2% | $4,395+21.3% | $4,310+23.7% |
| Admin fee / account holder | $213 | $143+48.8% | $5,329-96.0% | $188+13.3% |