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 GROUP5+ years Filed as: BURKE GROUP Service code 38 · EIN 80-0688755 | Participant Communication | $80,557 |
ALESCO ADVISORS5+ years Filed as: ALESCO ADVISORS LLC Service code 27 120 OFFICE PARK WAY · PITTSFORD, NY 14534 | Advisory (Plan) | $23,650 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,364 | $50,815-50.1% | $155,509-83.7% | $77,643-67.3% |
| Participation rate | 78.4% | 63.1%+15.3pp | 78.2%+0.2pp | 70.6%+7.8pp |
| Annual return | 13.10% | 34.80%-21.7pp | 64.67%-51.6pp | 31.24%-18.1pp |
| Employer contribution / active EE | $1,663 | $1,993-16.5% | $4,672-64.4% | $2,726-39.0% |
| Participant deferral / active EE | $3,099 | $2,822+9.8% | $5,626-44.9% | $4,647-33.3% |
| Admin fee / account holder | $285 | $437-34.6% | $15,912-98.2% | $430-33.7% |