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 GROUP4+ years Filed as: BURKE GROUP Service code 38 · EIN 80-0688755 | Participant Communication | $64,220 |
ALESCO ADVISORS4+ years Filed as: ALESCO ADVISORS LLC Service code 27 120 OFFICE PARK WAY · PITTSFORD, NY 14534 | Advisory (Plan) | $22,946 |
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 | $25,836 | $47,126-45.2% | $149,673-82.7% | $74,419-65.3% |
| Participation rate | 61.7% | 63.4%-1.7pp | 78.8%-17.1pp | 70.7%-9.1pp |
| Annual return | 17.31% | 22.75%-5.4pp | 134.42%-117.1pp | 34.38%-17.1pp |
| Employer contribution / active EE | $1,177 | $1,905-38.2% | $4,818-75.6% | $2,637-55.4% |
| Participant deferral / active EE | $2,024 | $2,728-25.8% | $5,680-64.4% | $4,528-55.3% |
| Admin fee / account holder | $287 | $343-16.3% | $13,210-97.8% | $348-17.6% |