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 9-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 |
|---|---|---|
Service code 64 · EIN 42-0127290 | Recordkeeping Fees | $42,822 |
Service code 99 · EIN 74-2794194 | Other Fees | $16,734 |
Filed as: BURLEIGH CONSULTING GROUP INC Service code 13 · EIN 62-0842964 | Contract Administrator | $8,105 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,339 | $44,960-1.4% | $84,966-47.8% | $74,495-40.5% |
| Participation rate | 73.7% | 49.4%+24.3pp | 67.5%+6.2pp | 67.2%+6.5pp |
| Annual return | 20.38% | 26.24%-5.9pp | 66.38%-46.0pp | 1364.94%-1344.6pp |
| Employer contribution / active EE | $2,828 | $1,457+94.0% | $2,727+3.7% | $2,623+7.8% |
| Participant deferral / active EE | $7,357 | $2,731+169.4% | $4,519+62.8% | $4,346+69.3% |
| Admin fee / account holder | $361 | $2,209-83.7% | $6,149-94.1% | $1,942-81.4% |