Filed December 19, 2011
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: KIBBLE AND PRENTICE A USI COMPANY Service code 15 · EIN 91-0885593 601 UNION STREET · SEATTLE, WA 981014064 | Recordkeeping | $33,931 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 18 · EIN 94-1737782 | Shareholder servicing fees; Custodial... | $0 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK/TRUST COMPANY Service code 18 · EIN 42-1558009 | Investment management fees paid indir... | $0 |
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 | $61,142 | $74,089-17.5% | $133,980-54.4% | $55,167+10.8% |
| Participation rate | 99.0% | 84.3%+14.7pp | 87.1%+11.9pp | 69.0%+30.0pp |
| Annual return | 9.70% | 12.11%-2.4pp | 29.30%-19.6pp | 169.23%-159.5pp |
| Employer contribution / active EE | $3,808 | $3,064+24.3% | $5,211-26.9% | $1,963+94.0% |
| Participant deferral / active EE | $5,878 | $4,678+25.7% | $6,282-6.4% | $3,054+92.5% |
| Admin fee / account holder | $111 | $458-75.8% | $9,324-98.8% | $504-78.0% |