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 GROUP2+ years Service code 15 · EIN 23-2383285 | Recordkeeping | $2,065 |
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 | $51,134 | $41,281+23.9% | $109,313-53.2% | $57,658-11.3% |
| Participation rate | 16.9% | 59.3%-42.4pp | 71.3%-54.4pp | 70.2%-53.3pp |
| Annual return | 9.33% | 8.97%+0.4pp | 22.07%-12.7pp | 5.13%+4.2pp |
| Employer contribution / active EE | $0 | $1,201-100.0% | $3,892-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,117 | $2,223-49.8% | $3,166-64.7% | $3,061-63.5% |
| Admin fee / account holder | $26 | $75-65.7% | $5,666-99.5% | $95-72.7% |