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 GROUP5+ years Service code 15 · EIN 23-2383285 | Recordkeeping | $29,036 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $56,656 | $47,648+18.9% | $130,648-56.6% | $67,579-16.2% |
| Participation rate | 22.1% | 60.4%-38.3pp | 71.7%-49.6pp | 71.3%-49.2pp |
| Annual return | 22.07% | 25.73%-3.7pp | 1708.96%-1686.9pp | 378.56%-356.5pp |
| Employer contribution / active EE | $0 | $1,408-100.0% | $4,092-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,416 | $2,616-45.9% | $3,603-60.7% | $3,539-60.0% |
| Admin fee / account holder | $306 | $105+191.0% | $5,464-94.4% | $142+114.8% |