Filed August 6, 2019
See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 GROUP3+ years Filed as: BURKE GROUP Service code 15 · EIN 80-0688755 | Recordkeeping | $37,020 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $11,173 | $44,989-75.2% | $170,442-93.4% | $77,958-85.7% |
| Participation rate | 89.3% | 64.6%+24.7pp | 83.6%+5.7pp | 71.6%+17.7pp |
| Annual return | 18.28% | 19.61%-1.3pp | 205.93%-187.6pp | 20.87%-2.6pp |
| Employer contribution / active EE | $1,247 | $1,466-14.9% | $5,433-77.0% | $2,310-46.0% |
| Participant deferral / active EE | $1,521 | $2,208-31.1% | $4,939-69.2% | $3,537-57.0% |
| Admin fee / account holder | $25 | $69-63.2% | $13,880-99.8% | $97-73.9% |