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 GROUP6+ years Filed as: BURKE GROUP Service code 15 · EIN 80-0688755 | Recordkeeping | $30,573 |
Filed as: BENEFIT PLANS ADMINISTRATIVE SVC Service code 15 · EIN 16-1503696 | Recordkeeping | $5,830 |
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 | $96,134 | $99,957-3.8% | $149,696-35.8% | $73,488+30.8% |
| Participation rate | 86.0% | 75.7%+10.3pp | 82.5%+3.5pp | 70.7%+15.3pp |
| Annual return | 13.78% | 53.87%-40.1pp | 276.60%-262.8pp | 28.51%-14.7pp |
| Employer contribution / active EE | $7,385 | $3,191+131.4% | $4,644+59.0% | $2,270+225.3% |
| Participant deferral / active EE | $5,122 | $6,073-15.6% | $6,842-25.1% | $3,740+37.0% |
| Admin fee / account holder | $180 | $551-67.3% | $9,309-98.1% | $513-64.9% |