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 Filed as: USI ADVISORS, INC. Service code 26 · EIN 06-1397347 | Advisory (Participants) | $25,000 |
USI CONSULTING GROUP2 years Service code 15 · EIN 06-1053228 | Recordkeeping | $13,561 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK/TRUST COMPANY Service code 18 · EIN 42-1558009 | Shareholder servicing fees; Investmen... | $2,533 |
CHARLES SCHWAB & CO., INC.5+ years Service code 18 · EIN 94-1737782 | Shareholder servicing fees; Custodial... | $307 |
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 | $36,502 | $56,972-35.9% | $182,532-80.0% | $65,185-44.0% |
| Participation rate | 81.6% | 66.5%+15.1pp | 78.0%+3.7pp | 70.2%+11.4pp |
| Annual return | 22.64% | 27.67%-5.0pp | 148.54%-125.9pp | 29.38%-6.7pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $4,076-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $4,227 | $3,526+19.9% | $5,524-23.5% | $3,514+20.3% |
| Admin fee / account holder | $142 | $528-73.2% | $8,592-98.4% | $847-83.3% |