Filed August 1, 2013 (most recent of 5 filings on file)
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 10-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 GROUP1+ years Filed as: BURKE GROUP Service code 15 · EIN 80-0688755 | Recordkeeping | $37,044 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,183 | $27,330-55.4% | $67,711-82.0% | $55,191-77.9% |
| Participation rate | 21.4% | 47.5%-26.1pp | 67.5%-46.1pp | 69.2%-47.7pp |
| Annual return | 17.53% | 8.81%+8.7pp | 25.41%-7.9pp | 10.78%+6.8pp |
| Employer contribution / active EE | $248 | $855-71.0% | $2,559-90.3% | $1,899-86.9% |
| Participant deferral / active EE | $506 | $1,709-70.4% | $3,585-85.9% | $3,046-83.4% |
| Admin fee / account holder | $246 | $109+125.6% | $4,255-94.2% | $91+171.5% |