See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
Filed as: BENEFIT PLANS PLUS Service code 49 11701 BORMAN DRIVE, SUITE 300 · ST. LOIUS, MO 63146 | Other Services | $3,540 |
MORNINGSTAR7 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $1,076 |
Annual investment return 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 | $50,600 | $102,317-50.5% | $146,958-65.6% | $80,856-37.4% |
| Participation rate | 95.8% | 75.8%+20.0pp | 82.2%+13.7pp | 67.6%+28.2pp |
| Annual return | 11.37% | 134.76%-123.4pp | 418.34%-407.0pp | 35.59%-24.2pp |
| Employer contribution / active EE | $1,587 | $3,713-57.3% | $4,933-67.8% | $2,755-42.4% |
| Participant deferral / active EE | $3,050 | $6,644-54.1% | $8,070-62.2% | $4,296-29.0% |
| Admin fee / account holder | $51 | $7,941-99.4% | $12,998-99.6% | $6,918-99.3% |