Filed January 12, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
BENEFIT CONSULTANTS GROUP1+ years Service code 15 · EIN 23-2383285 | Recordkeeping | $1,710 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $46,964 | $47,078-0.2% | $100,671-53.3% | $55,191-14.9% |
| Participation rate | 18.2% | 58.0%-39.8pp | 70.7%-52.5pp | 69.2%-50.9pp |
| Annual return | 0.87% | 0.65%+0.2pp | 20.43%-19.6pp | 10.78%-9.9pp |
| Employer contribution / active EE | $0 | $1,065-100.0% | $4,012-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,276 | $2,038-37.4% | $3,144-59.4% | $3,046-58.1% |
| Admin fee / account holder | $21 | $153-86.1% | $4,850-99.6% | $91-76.5% |