Filed March 23, 1994
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 5-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 GROUP1+ years Filed as: BURKE GROUP Service code 38 · EIN 80-0688755 | Participant Communication | $39,091 |
ALESCO ADVISORS1+ years Filed as: ALESCO ADVISORS LLC Service code 27 120 OFFICE PARK WAY · PITTSFORD, NY 14534 | Advisory (Plan) | $8,639 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $30,324 | $52,293-42.0% | $178,490-83.0% | $73,409-58.7% |
| Participation rate | 46.9% | 65.3%-18.5pp | 81.9%-35.1pp | 72.2%-25.3pp |
| Annual return | 0.00% | 34.75%-34.7pp | 151.07%-151.1pp | 59.29%-59.3pp |
| Employer contribution / active EE | $837 | $1,735-51.8% | $5,011-83.3% | $2,234-62.5% |
| Participant deferral / active EE | $1,528 | $2,332-34.5% | $5,202-70.6% | $3,805-59.8% |
| Admin fee / account holder | $298 | $127+134.2% | $13,984-97.9% | $158+88.9% |