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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP2 years Service code 12 · EIN 06-1053228 | Redemption fees; Consulting (pension)... | $159,054 |
Service code 60 · EIN 94-1737782 | Sub-TA Fees | $0 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 60 · EIN 82-3967259 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,464 | $79,519-12.6% | $95,952-27.6% | $73,409-5.4% |
| Participation rate | 57.1% | 81.2%-24.1pp | 77.1%-20.0pp | 72.2%-15.1pp |
| Annual return | 14.21% | 19.20%-5.0pp | 91.61%-77.4pp | 59.29%-45.1pp |
| Employer contribution / active EE | $2,004 | $2,048-2.1% | $2,541-21.1% | $2,234-10.3% |
| Participant deferral / active EE | $3,734 | $4,138-9.8% | $4,167-10.4% | $3,805-1.9% |
| Admin fee / account holder | $182 | $184-1.5% | $6,795-97.3% | $158+15.0% |