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 Service code 27 65 E. WACKER PL. SUITE 1840 · CHICAGO, IL 60601 | Advisory (Plan) | $11,650 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $97,977 | $51,244+91.2% | $80,975+21.0% | $55,167+77.6% |
| Participation rate | 93.5% | 71.7%+21.8pp | 75.8%+17.6pp | 69.0%+24.5pp |
| Annual return | 3.19% | 17.39%-14.2pp | 17.10%-13.9pp | 169.23%-166.0pp |
| Employer contribution / active EE | $893 | $1,770-49.6% | $3,714-76.0% | $1,963-54.5% |
| Participant deferral / active EE | $4,321 | $4,418-2.2% | $5,696-24.1% | $3,054+41.5% |
| Admin fee / account holder | $68 | $398-82.9% | $5,516-98.8% | $504-86.5% |