Filed November 9, 2005
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 & PRENTICE Service code 15 · EIN 91-1176315 | Recordkeeping | $23,460 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Investment management fees paid indir... | $2,213 |
CHARLES SCHWAB & CO., INC.2+ years Service code 18 · EIN 94-1737782 | Custodial (other than securities); Sh... | $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 | $22,951 | $76,552-70.0% | $123,892-81.5% | $62,891-63.5% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 6.99% | 18.68%-11.7pp | 47.52%-40.5pp | 20.14%-13.1pp |
| Employer contribution / active EE | $4,020 | $2,883+39.5% | $4,617-12.9% | $2,281+76.3% |
| Participant deferral / active EE | $3,933 | $4,840-18.7% | $5,984-34.3% | $3,203+22.8% |
| Admin fee / account holder | $70 | $4,826-98.5% | $8,357-99.2% | $4,296-98.4% |