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; Claims processing... | $38,935 |
CHARLES SCHWAB & CO., INC.2 years 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 | $57,603 | $58,290-1.2% | $98,442-41.5% | $86,799-33.6% |
| Participation rate | 89.6% | 68.3%+21.3pp | 73.3%+16.3pp | 72.3%+17.3pp |
| Annual return | 15.06% | 43.48%-28.4pp | 1492.73%-1477.7pp | 97.91%-82.8pp |
| Employer contribution / active EE | $4,932 | $2,008+145.6% | $2,960+66.6% | $2,405+105.0% |
| Participant deferral / active EE | $0 | $3,152-100.0% | $4,276-100.0% | $4,131-100.0% |
| Admin fee / account holder | $86 | $138-37.7% | $5,949-98.6% | $170-49.4% |