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: RETIREMENT BENEFITS GROUP IFP Service code 16 · EIN 59-3331424 | Consulting | $38,217 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,101 |
DBBMCKENNON2+ years Service code 10 · EIN 20-3685188 | Accounting | $13,065 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $22,801 | $36,700-37.9% | $171,082-86.7% | $63,975-64.4% |
| Participation rate | 93.3% | 61.5%+31.7pp | 76.7%+16.6pp | 71.1%+22.1pp |
| Annual return | 12.68% | 12.80%-0.1pp | 32.56%-19.9pp | 48.65%-36.0pp |
| Employer contribution / active EE | $2,060 | $1,210+70.2% | $4,002-48.5% | $2,182-5.6% |
| Participant deferral / active EE | $5,704 | $2,696+111.6% | $4,797+18.9% | $3,356+69.9% |
| Admin fee / account holder | $35 | $68-48.0% | $8,520-99.6% | $70-50.2% |