Filed July 8, 2021
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 8-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 year Filed as: BURKE GROUP Service code 14 · EIN 80-0688755 | Plan Administrator | $94,500 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $8,127 | $62,928-87.1% | $172,739-95.3% | $67,579-88.0% |
| Participation rate | 96.0% | 64.5%+31.6pp | 82.6%+13.4pp | 71.3%+24.8pp |
| Annual return | 58.21% | 30.36%+27.8pp | 802.84%-744.6pp | 378.56%-320.3pp |
| Employer contribution / active EE | $1,270 | $1,636-22.4% | $5,143-75.3% | $2,148-40.9% |
| Participant deferral / active EE | $1,915 | $2,145-10.7% | $5,198-63.1% | $3,539-45.9% |
| Admin fee / account holder | $127 | $167-23.8% | $13,954-99.1% | $142-10.7% |