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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP2 years Service code 15 · EIN 06-1053228 | Recordkeeping | $7,363 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK/TRUST COMPANY Service code 18 · EIN 42-1558009 | Shareholder servicing fees; Float rev... | $4,897 |
CHARLES SCHWAB & CO., INC.5+ years Service code 18 · EIN 94-1737782 | Custodial (other than securities); Cu... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $22,383 | $40,174-44.3% | $84,015-73.4% | $67,579-66.9% |
| Participation rate | 43.0% | 62.7%-19.6pp | 69.0%-26.0pp | 71.3%-28.2pp |
| Annual return | 22.27% | 25.82%-3.6pp | 71.31%-49.0pp | 378.56%-356.3pp |
| Employer contribution / active EE | $847 | $808+4.9% | $1,983-57.3% | $2,148-60.6% |
| Participant deferral / active EE | $1,687 | $2,301-26.7% | $3,239-47.9% | $3,539-52.3% |
| Admin fee / account holder | $15 | $128-88.4% | $6,101-99.8% | $142-89.6% |