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 GROUP2+ years Filed as: BURKE GROUP Service code 15 · EIN 80-0688755 | Recordkeeping | $38,041 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $15,664 | $30,599-48.8% | $74,583-79.0% | $57,658-72.8% |
| Participation rate | 23.9% | 49.1%-25.2pp | 68.1%-44.2pp | 70.2%-46.3pp |
| Annual return | 31.20% | 14.24%+17.0pp | 20.47%+10.7pp | 5.13%+26.1pp |
| Employer contribution / active EE | $366 | $1,000-63.4% | $2,525-85.5% | $1,974-81.5% |
| Participant deferral / active EE | $741 | $1,805-59.0% | $3,458-78.6% | $3,061-75.8% |
| Admin fee / account holder | $207 | $98+110.9% | $4,138-95.0% | $95+118.7% |