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 |
|---|---|---|
USI CONSULTING GROUP7+ years Filed as: BURKE GROUP Service code 15 · EIN 80-0688755 | Recordkeeping | $62,398 |
BAM ADVISOR SERVICES3 years Service code 27 8182 MARYLAND AVE., STE 500 · ST. LOUIS, MO 63105 | Advisory (Plan) | $58,331 |
JEFFREY L. OFFHAUS CPA, LLC6 years Service code 10 · EIN 20-2368569 | Accounting | $7,850 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP Service code 19 · EIN 27-2037969 | Securities Custodian | $4,221 |
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 | $104,920 | $84,487+24.2% | $125,339-16.3% | $66,914+56.8% |
| Participation rate | 95.0% | 76.4%+18.6pp | 82.4%+12.6pp | 69.8%+25.2pp |
| Annual return | -10.51% | -8.39%-2.1pp | 572.05%-582.6pp | 1.58%-12.1pp |
| Employer contribution / active EE | $2,365 | $3,553-33.4% | $4,814-50.9% | $2,544-7.0% |
| Participant deferral / active EE | $9,630 | $6,781+42.0% | $7,446+29.3% | $4,237+127.3% |
| Admin fee / account holder | $746 | $685+8.9% | $10,010-92.5% | $593+25.8% |