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 GROUP5+ years Filed as: BURKE GROUP Service code 15 · EIN 80-0688755 | Recordkeeping | $67,868 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $12,719 | $47,456-73.2% | $172,739-92.6% | $77,787-83.6% |
| Participation rate | 93.5% | 66.3%+27.3pp | 82.6%+10.9pp | 73.2%+20.3pp |
| Annual return | 21.88% | 35.57%-13.7pp | 802.84%-781.0pp | 32.57%-10.7pp |
| Employer contribution / active EE | $1,261 | $1,574-19.9% | $5,143-75.5% | $2,504-49.7% |
| Participant deferral / active EE | $1,689 | $2,560-34.0% | $5,198-67.5% | $3,967-57.4% |
| Admin fee / account holder | $38 | $81-53.5% | $13,954-99.7% | $100-62.4% |