Filed June 11, 2019
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 GROUP2+ years Filed as: BURKE GROUP Service code 27 · EIN 80-0688755 | Advisory (Plan) | $3,680 |
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 | $45,400 | $77,634-41.5% | $156,549-71.0% | $62,891-27.8% |
| Participation rate | 90.5% | 71.2%+19.3pp | 84.0%+6.5pp | 69.3%+21.2pp |
| Annual return | 6.55% | 50.32%-43.8pp | 32.23%-25.7pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,303 | $3,444-62.2% | $5,501-76.3% | $2,281-42.9% |
| Participant deferral / active EE | $3,075 | $3,045+1.0% | $4,871-36.9% | $3,203-4.0% |
| Admin fee / account holder | $33 | $5,561-99.4% | $13,027-99.7% | $4,296-99.2% |