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 GROUP3 years Filed as: USI ADVISORS, INC. Service code 26 · EIN 06-1397347 | Advisory (Participants) | $25,000 |
USI CONSULTING GROUP4 years Service code 15 · EIN 06-1053228 | Recordkeeping | $17,479 |
CHARLES SCHWAB & CO., INC.7+ years Service code 18 · EIN 94-1737782 | Custodial (other than securities); Sh... | $299 |
Filed as: CHARLES SCHWAB & CO., INC.. Service code 19 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB BANK/TRUST COMPANY Service code 18 · EIN 82-3967259 | Shareholder servicing fees; Investmen... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,691 | $70,879-29.9% | $189,557-73.8% | $79,386-37.4% |
| Participation rate | 80.5% | 68.0%+12.6pp | 78.4%+2.1pp | 70.7%+9.8pp |
| Annual return | 17.64% | 20.70%-3.1pp | 64.17%-46.5pp | 116.85%-99.2pp |
| Employer contribution / active EE | $1,365 | $1,806-24.4% | $4,412-69.1% | $2,427-43.8% |
| Participant deferral / active EE | $4,671 | $4,081+14.4% | $6,174-24.3% | $4,046+15.4% |
| Admin fee / account holder | $140 | $647-78.4% | $9,807-98.6% | $626-77.6% |