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.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP4+ years Filed as: BURKE GROUP Service code 15 · EIN 80-0688755 | Recordkeeping | $97,468 |
PRIME, BUCHHOLZ & ASSOCIATES4+ years Filed as: PRIME, BUCHOLTZ & ASSOCIATES Service code 27 · EIN 02-0426421 | Advisory (Plan) | $73,832 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $139,049 | $37,196+273.8% | $154,107-9.8% | $55,725+149.5% |
| Participation rate | 99.3% | 64.1%+35.2pp | 83.0%+16.2pp | 70.9%+28.4pp |
| Annual return | -5.77% | 1319.68%-1325.4pp | 735.12%-740.9pp | 244.93%-250.7pp |
| Employer contribution / active EE | $10,076 | $1,614+524.2% | $5,298+90.2% | $2,078+384.8% |
| Participant deferral / active EE | $0 | $2,068-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $478 | $102+370.5% | $13,411-96.4% | $115+315.0% |