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. $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 14 · EIN 80-0688755 | Plan Administrator | $5,420 |
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 | $6,016 | $52,660-88.6% | $86,612-93.1% | $80,160-92.5% |
| Participation rate | 37.9% | 62.4%-24.5pp | 71.7%-33.8pp | 72.9%-35.0pp |
| Annual return | 0.00% | 24.87%-24.9pp | 591.07%-591.1pp | 40.38%-40.4pp |
| Employer contribution / active EE | $800 | $2,140-62.6% | $3,022-73.5% | $2,978-73.1% |
| Participant deferral / active EE | $1,072 | $3,215-66.7% | $4,438-75.8% | $5,017-78.6% |
| Admin fee / account holder | $9 | $113-92.2% | $5,614-99.8% | $145-93.9% |