Filed February 2, 1994
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 GROUP1 year Service code 12 · EIN 06-1053228 | Distribution (12b-1) fees; Participan... | $11,919 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $3,757 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,759 | $130,655-28.2% | $93,7890% | $64,808+44.7% |
| Participation rate | 86.4% | 84.9%+1.6pp | 81.0%+5.5pp | 71.5%+15.0pp |
| Annual return | -15.68% | -14.04%-1.6pp | -11.33%-4.4pp | 32.82%-48.5pp |
| Employer contribution / active EE | $3,596 | $5,594-35.7% | $4,323-16.8% | $2,506+43.5% |
| Participant deferral / active EE | $7,310 | $8,067-9.4% | $6,094+19.9% | $4,310+69.6% |
| Admin fee / account holder | $29 | $140-79.0% | $7,195-99.6% | $188-84.3% |