Filed August 29, 2008
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 GROUP3+ years Filed as: BURKE GROUP Service code 15 · EIN 80-0688755 | Recordkeeping | $39,076 |
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 | $59,684 | $80,753-26.1% | $136,294-56.2% | $62,292-4.2% |
| Participation rate | 70.7% | 73.5%-2.9pp | 81.9%-11.3pp | 69.5%+1.1pp |
| Annual return | 19.41% | 35.83%-16.4pp | 5155.94%-5136.5pp | 28.90%-9.5pp |
| Employer contribution / active EE | $4,460 | $2,884+54.7% | $4,695-5.0% | $2,042+118.4% |
| Participant deferral / active EE | $2,851 | $5,164-44.8% | $6,247-54.4% | $3,169-10.0% |
| Admin fee / account holder | $197 | $525-62.4% | $9,243-97.9% | $479-58.8% |