Filed August 6, 2019
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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.
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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 GROUP4+ years Filed as: BURKE GROUP Service code 15 · EIN 80-0688755 | Recordkeeping | $51,853 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $10,292 | $45,382-77.3% | $154,107-93.3% | $75,289-86.3% |
| Participation rate | 94.2% | 65.9%+28.3pp | 83.0%+11.2pp | 72.4%+21.8pp |
| Annual return | -7.28% | -0.47%-6.8pp | 735.12%-742.4pp | -0.04%-7.2pp |
| Employer contribution / active EE | $1,175 | $1,533-23.3% | $5,298-77.8% | $2,405-51.1% |
| Participant deferral / active EE | $1,607 | $2,384-32.6% | $5,081-68.4% | $3,739-57.0% |
| Admin fee / account holder | $32 | $89-63.8% | $13,411-99.8% | $102-68.4% |