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 GROUP4 years Filed as: USI ADVISORS, INC. Service code 28 · EIN 06-1397347 | Investment Management | $12,500 |
USI CONSULTING GROUP5 years Service code 28 · EIN 06-1053228 | Investment Management | $11,262 |
Service code 28 · EIN 47-1411118 | Investment Management | $6,250 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $1,171 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $260 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,956 | $59,159-27.4% | $159,960-73.1% | $66,914-35.8% |
| Participation rate | 84.4% | 68.1%+16.2pp | 78.0%+6.4pp | 69.8%+14.6pp |
| Annual return | -17.19% | -12.26%-4.9pp | 408.60%-425.8pp | 1.58%-18.8pp |
| Employer contribution / active EE | $0 | $1,983-100.0% | $4,226-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $5,109 | $4,395+16.3% | $6,182-17.4% | $4,237+20.6% |
| Admin fee / account holder | $123 | $591-79.2% | $8,698-98.6% | $593-79.2% |