Filed July 26, 2022 (most recent of 7 filings on file)
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 10-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 |
|---|---|---|
BLUE CHIP RETIREMENT PLANS, INC.1+ years Filed as: BLUE PRAIRIE GROUP, LLC Service code 27 · EIN 76-0701903 | Advisory (Plan) | $30,479 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $25,846 |
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 | $53,827 | $70,667-23.8% | $123,104-56.3% | $52,331+2.9% |
| Participation rate | 90.2% | 83.7%+6.5pp | 86.8%+3.5pp | 68.1%+22.1pp |
| Annual return | 11.63% | 6.23%+5.4pp | 13.22%-1.6pp | 4.54%+7.1pp |
| Employer contribution / active EE | $1,447 | $2,946-50.9% | $5,151-71.9% | $1,882-23.1% |
| Participant deferral / active EE | $3,106 | $4,493-30.9% | $6,230-50.1% | $3,022+2.8% |
| Admin fee / account holder | $214 | $506-57.7% | $9,015-97.6% | $592-63.8% |