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 GROUP6+ years Filed as: BURKE GROUP Service code 15 · EIN 80-0688755 | Recordkeeping | $92,352 |
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 | $14,672 | $56,095-73.8% | $178,490-91.8% | $90,288-83.8% |
| Participation rate | 90.8% | 65.6%+25.3pp | 81.9%+8.9pp | 73.4%+17.5pp |
| Annual return | 16.00% | 28.81%-12.8pp | 151.07%-135.1pp | 53.97%-38.0pp |
| Employer contribution / active EE | $1,071 | $1,572-31.9% | $5,011-78.6% | $2,524-57.6% |
| Participant deferral / active EE | $1,882 | $2,669-29.5% | $5,202-63.8% | $4,232-55.5% |
| Admin fee / account holder | $52 | $101-48.6% | $13,984-99.6% | $114-54.7% |