Filed July 8, 2024
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 GROUP5+ years Service code 12 · EIN 06-1053228 | Consulting (pension); Claims processi... | $10,129 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,823 | $66,124-71.5% | $90,404-79.2% | $73,488-74.4% |
| Participation rate | 65.4% | 69.7%-4.3pp | 72.7%-7.3pp | 70.7%-5.3pp |
| Annual return | 20.00% | 17.65%+2.3pp | 1293.02%-1273.0pp | 28.51%-8.5pp |
| Employer contribution / active EE | $582 | $2,346-75.2% | $3,262-82.1% | $2,270-74.3% |
| Participant deferral / active EE | $1,282 | $3,039-57.8% | $3,963-67.7% | $3,740-65.7% |
| Admin fee / account holder | $89 | $396-77.6% | $5,611-98.4% | $513-82.7% |