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 | Consulting (pension); Trustee (direct... | $32,111 |
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 | $51,267 | $52,670-2.7% | $90,404-43.3% | $73,409-30.2% |
| Participation rate | 85.0% | 67.7%+17.3pp | 72.7%+12.3pp | 72.2%+12.8pp |
| Annual return | 11.83% | 20.70%-8.9pp | 1293.02%-1281.2pp | 59.29%-47.5pp |
| Employer contribution / active EE | $3,932 | $1,872+110.1% | $3,262+20.5% | $2,234+76.0% |
| Participant deferral / active EE | $0 | $2,807-100.0% | $3,963-100.0% | $3,805-100.0% |
| Admin fee / account holder | $75 | $117-35.9% | $5,611-98.7% | $158-52.6% |