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 | $3,221 |
MORNINGSTAR6 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $1,077 |
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 | $41,225 | $91,407-54.9% | $135,903-69.7% | $71,457-42.3% |
| Participation rate | 94.6% | 75.7%+18.9pp | 81.9%+12.7pp | 67.9%+26.7pp |
| Annual return | 18.83% | 29.90%-11.1pp | 68.23%-49.4pp | 28.85%-10.0pp |
| Employer contribution / active EE | $1,367 | $3,703-63.1% | $4,856-71.8% | $2,588-47.2% |
| Participant deferral / active EE | $2,465 | $7,092-65.2% | $7,758-68.2% | $4,289-42.5% |
| Admin fee / account holder | $79 | $1,266-93.7% | $10,762-99.3% | $1,587-95.0% |