Filed April 30, 2007
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 Filed as: KIBBLE & PRENTICE Service code 15 · EIN 91-0885593 601 UNION ST SUITE 100 · SEATTLE, WA 98101 | Recordkeeping | $7,158 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK/TRUST COMPANY Service code 18 · EIN 42-1558009 | Float revenue; Investment management ... | $1,948 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 19 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 18 · EIN 94-1737782 | Shareholder servicing fees; Custodial... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,992 | $69,631-69.9% | $56,429-62.8% | $69,631-69.9% |
| Participation rate | 62.2% | 70.7%-8.4pp | 80.0%-17.8pp | 70.7%-8.4pp |
| Annual return | 12.42% | 27571.02%-27558.6pp | 19.04%-6.6pp | 27571.02%-27558.6pp |
| Employer contribution / active EE | $391 | $2,032-80.8% | $3,405-88.5% | $2,032-80.8% |
| Participant deferral / active EE | $571 | $3,224-82.3% | $3,951-85.5% | $3,224-82.3% |
| Admin fee / account holder | $21 | $110-80.9% | $4,466-99.5% | $110-80.9% |