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 GROUP2 years Filed as: USI ADVISORS, INC. Service code 26 · EIN 06-1397347 | Advisory (Participants) | $25,000 |
USI CONSULTING GROUP3 years Service code 15 · EIN 06-1053228 | Recordkeeping | $12,806 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB BANK/TRUST COMPANY Service code 18 · EIN 42-1558009 | Custodial (securities); Float revenue... | $2,666 |
CHARLES SCHWAB & CO., INC.6+ years Service code 18 · EIN 94-1737782 | Custodial (other than securities); Cu... | $328 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,235 | $62,132-30.4% | $185,823-76.7% | $73,488-41.2% |
| Participation rate | 79.9% | 67.8%+12.1pp | 78.0%+1.9pp | 70.7%+9.2pp |
| Annual return | 19.64% | 20.44%-0.8pp | 35.95%-16.3pp | 28.51%-8.9pp |
| Employer contribution / active EE | $0 | $1,681-100.0% | $4,087-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $4,176 | $3,711+12.5% | $5,632-25.9% | $3,740+11.7% |
| Admin fee / account holder | $134 | $419-67.9% | $9,500-98.6% | $513-73.8% |