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 GROUP5+ years Filed as: BURKE GROUP Service code 15 · EIN 80-0688755 | Recordkeeping | $20,073 |
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 | $68,901 | $89,652-23.1% | $141,162-51.2% | $65,185+5.7% |
| Participation rate | 64.7% | 74.7%-10.0pp | 82.5%-17.7pp | 70.2%-5.5pp |
| Annual return | 25.12% | 32.79%-7.7pp | 71.39%-46.3pp | 29.38%-4.3pp |
| Employer contribution / active EE | $4,922 | $3,065+60.6% | $4,735+3.9% | $2,177+126.1% |
| Participant deferral / active EE | $3,100 | $5,691-45.5% | $6,709-53.8% | $3,514-11.8% |
| Admin fee / account holder | $85 | $569-85.0% | $10,261-99.2% | $847-89.9% |