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 GROUP4+ years Filed as: BURKE GROUP Service code 15 · EIN 80-0688755 | Recordkeeping | $23,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $55,788 | $73,102-23.7% | $123,544-54.8% | $56,287-0.9% |
| Participation rate | 63.2% | 74.3%-11.2pp | 82.3%-19.1pp | 69.9%-6.7pp |
| Annual return | -8.45% | 3.01%-11.5pp | 119.20%-127.6pp | -9.96%+1.5pp |
| Employer contribution / active EE | $4,911 | $2,977+64.9% | $4,628+6.1% | $2,111+132.6% |
| Participant deferral / active EE | $3,048 | $5,423-43.8% | $6,426-52.6% | $3,350-9.0% |
| Admin fee / account holder | $109 | $554-80.4% | $9,284-98.8% | $521-79.1% |