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 GROUP1 year Filed as: USI ADVISORS, INC. Service code 26 · EIN 06-1397347 | Advisory (Participants) | $32,816 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Investment management fees paid indir... | $2,729 |
USI CONSULTING GROUP2 years Filed as: USI CONSULTING GROUP, INC. Service code 15 · EIN 06-1053228 95 GLASTONBURY BOULEVARD · GLASTONBURY, CT 06033 | Recordkeeping | $1,125 |
CHARLES SCHWAB & CO., INC.4+ 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 | $28,818 | $77,813-63.0% | $123,544-76.7% | $64,186-55.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.22% | 12.48%-18.7pp | 119.20%-125.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $3,864 | $3,014+28.2% | $4,628-16.5% | $2,381+62.3% |
| Participant deferral / active EE | $4,529 | $5,240-13.6% | $6,426-29.5% | $3,470+30.5% |
| Admin fee / account holder | $116 | $5,519-97.9% | $9,284-98.7% | $4,888-97.6% |