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 | Finders' fees / placement fees; Recor... | $40,156 |
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 | $51,335 | $47,722+7.6% | $82,719-37.9% | $64,808-20.8% |
| Participation rate | 54.1% | 67.6%-13.6pp | 72.6%-18.5pp | 71.5%-17.4pp |
| Annual return | -14.50% | -13.05%-1.5pp | 701.18%-715.7pp | 32.82%-47.3pp |
| Employer contribution / active EE | $3,569 | $2,179+63.8% | $3,009+18.6% | $2,506+42.4% |
| Participant deferral / active EE | $0 | $3,329-100.0% | $4,395-100.0% | $4,310-100.0% |
| Admin fee / account holder | $94 | $143-33.9% | $5,329-98.2% | $188-49.7% |