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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP2 years Filed as: USI ADVISORS Service code 26 · EIN 06-1397347 | Advisory (Participants) | $38,397 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO INC. Service code 19 | Securities Custodian | $4,059 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO Service code 18 · EIN 42-1558009 | Custodial (securities); Shareholder s... | $1,967 |
USI CONSULTING GROUP2 years Service code 15 · EIN 06-1053228 95 GLASTONBURY RD · GLASTONBURY, CT 06033 | Recordkeeping | $1,046 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO INC Service code 18 · EIN 94-1737782 | Custodial (securities); Shareholder s... | $0 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 19 | Securities Custodian | $0 |
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 | $95,753 | $65,322+46.6% | $70,449+35.9% | $73,488+30.3% |
| Participation rate | 90.7% | 77.0%+13.7pp | 75.1%+15.6pp | 70.7%+20.0pp |
| Annual return | 3.89% | 15.71%-11.8pp | 109.03%-105.1pp | 28.51%-24.6pp |
| Employer contribution / active EE | $4,203 | $2,460+70.9% | $2,737+53.6% | $2,270+85.1% |
| Participant deferral / active EE | $5,107 | $3,375+51.3% | $3,709+37.7% | $3,740+36.6% |
| Admin fee / account holder | $105 | $214-51.0% | $3,845-97.3% | $513-79.5% |