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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 |
|---|---|---|
BLUESTAR RETIREMENT SERVICES3 years Filed as: BLUESTAR RETIREMENT SERVICES, INC. Service code 12 · EIN 59-3092339 | Contract Administrator; Recordkeeping... | $110,238 |
BKS RETIREMENT SERVICES3 years Service code 26 · EIN 84-1921272 | Advisory (Participants) | $30,000 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $11,201 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,694 | $45,000-25.1% | $143,757-76.6% | $77,904-56.7% |
| Participation rate | 13.8% | 66.8%-53.0pp | 80.3%-66.5pp | 73.7%-59.9pp |
| Annual return | -15.81% | 29.03%-44.8pp | -0.04%-15.8pp | 12.21%-28.0pp |
| Employer contribution / active EE | $0 | $1,870-100.0% | $4,951-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $656 | $3,157-79.2% | $5,637-88.4% | $4,806-86.4% |
| Admin fee / account holder | $217 | $98+120.8% | $14,673-98.5% | $133+64.0% |