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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.
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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 |
|---|---|---|
BENEFIT CONSULTANTS GROUP8+ years Service code 13 · EIN 23-2383285 | Contract Administrator | $9,186 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,060 | $60,989-86.8% | $60,874-86.8% | $66,914-88.0% |
| Participation rate | 96.4% | 74.5%+21.9pp | 73.1%+23.2pp | 69.8%+26.6pp |
| Annual return | -10.77% | -9.60%-1.2pp | 16.90%-27.7pp | 1.58%-12.3pp |
| Employer contribution / active EE | $1,719 | $2,661-35.4% | $2,701-36.4% | $2,544-32.5% |
| Participant deferral / active EE | $1,275 | $3,615-64.7% | $3,817-66.6% | $4,237-69.9% |
| Admin fee / account holder | $18 | $338-94.6% | $3,224-99.4% | $593-96.9% |