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 GROUP3 years Service code 12 · EIN 06-1053228 | Valuation (appraisals, etc.); Recordk... | $8,803 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $7,245 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,748 | $155,364-20.3% | $103,476+19.6% | $77,643+59.4% |
| Participation rate | 90.2% | 85.5%+4.7pp | 80.5%+9.7pp | 70.6%+19.6pp |
| Annual return | 17.23% | 19.02%-1.8pp | 23.90%-6.7pp | 31.24%-14.0pp |
| Employer contribution / active EE | $4,271 | $5,949-28.2% | $4,672-8.6% | $2,726+56.7% |
| Participant deferral / active EE | $8,592 | $8,482+1.3% | $6,623+29.7% | $4,647+84.9% |
| Admin fee / account holder | $18 | $503-96.5% | $9,413-99.8% | $430-95.9% |