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 GROUP2 years Service code 12 · EIN 06-1053228 | Recordkeeping and information managem... | $11,644 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $3,079 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,895 | $331,159-66.8% | $112,887-2.7% | $74,419+47.7% |
| Participation rate | 87.9% | 81.4%+6.5pp | 80.5%+7.4pp | 70.7%+17.2pp |
| Annual return | 20.30% | 21.62%-1.3pp | 34.10%-13.8pp | 34.38%-14.1pp |
| Employer contribution / active EE | $3,916 | $5,469-28.4% | $4,563-14.2% | $2,637+48.5% |
| Participant deferral / active EE | $7,768 | $8,097-4.1% | $6,513+19.3% | $4,528+71.6% |
| Admin fee / account holder | $13 | $281-95.5% | $7,047-99.8% | $348-96.4% |