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 GROUP3+ years Filed as: BURKE GROUP Service code 38 · EIN 80-0688755 | Participant Communication | $60,354 |
ALESCO ADVISORS3+ years Filed as: ALESCO ADVISORS LLC Service code 27 120 OFFICE PARK WAY · PITTSFORD, NY 14534 | Advisory (Plan) | $16,534 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,223 | $46,292-49.8% | $143,757-83.8% | $64,808-64.2% |
| Participation rate | 62.1% | 64.2%-2.1pp | 80.3%-18.2pp | 71.5%-9.4pp |
| Annual return | -4.60% | -10.05%+5.5pp | -0.04%-4.6pp | 32.82%-37.4pp |
| Employer contribution / active EE | $1,099 | $1,910-42.5% | $4,951-77.8% | $2,506-56.2% |
| Participant deferral / active EE | $2,139 | $2,646-19.2% | $5,637-62.1% | $4,310-50.4% |
| Admin fee / account holder | $285 | $154+85.2% | $14,673-98.1% | $188+51.6% |