Filed March 26, 2012
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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP2+ years Filed as: BURKE GROUP Service code 14 · EIN 80-0688755 | Plan Administrator | $83,911 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,010 | $55,331-87.3% | $81,812-91.4% | $199,593-96.5% |
| Participation rate | 54.8% | 62.5%-7.7pp | 72.3%-17.6pp | 72.0%-17.2pp |
| Annual return | 26.14% | 19.59%+6.5pp | 773.79%-747.6pp | 34.25%-8.1pp |
| Employer contribution / active EE | $817 | $2,101-61.1% | $2,912-71.9% | $3,034-73.1% |
| Participant deferral / active EE | $1,312 | $3,283-60.0% | $4,319-69.6% | $5,087-74.2% |
| Admin fee / account holder | $75 | $346-78.2% | $7,386-99.0% | $269-72.0% |