Filed April 1, 2006 (most recent of 2 filings on file)
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 15 · EIN 06-1053228 | Recordkeeping | $39,744 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK/TRUST COMPANY Service code 18 · EIN 42-1558009 | Custodial (securities); Float revenue... | $1,552 |
CHARLES SCHWAB & CO., INC.4+ years Service code 18 · EIN 94-1737782 | Custodial (other than securities); Cu... | $54 |
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 | $33,354 | $48,576-31.3% | $169,463-80.3% | $56,287-40.7% |
| Participation rate | 80.7% | 65.8%+14.9pp | 77.8%+2.9pp | 69.9%+10.9pp |
| Annual return | -4.76% | -2.51%-2.2pp | 1.83%-6.6pp | -9.96%+5.2pp |
| Employer contribution / active EE | $0 | $1,559-100.0% | $4,159-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $4,242 | $3,275+29.5% | $5,277-19.6% | $3,350+26.6% |
| Admin fee / account holder | $159 | $435-63.4% | $9,109-98.3% | $521-69.4% |