Filed December 28, 2011
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $77,491 |
Filed as: BLUE PRAIRIE GROUP Service code 99 · EIN 76-0701903 | Other Fees | $26,524 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $98,230 | $59,186+66.0% | $76,768+28.0% | $56,287+74.5% |
| Participation rate | 93.9% | 75.2%+18.7pp | 77.0%+17.0pp | 69.9%+24.1pp |
| Annual return | -1.79% | 6.62%-8.4pp | 2.43%-4.2pp | -9.96%+8.2pp |
| Employer contribution / active EE | $1,312 | $1,759-25.4% | $2,485-47.2% | $2,111-37.8% |
| Participant deferral / active EE | $4,767 | $3,255+46.5% | $3,852+23.8% | $3,350+42.3% |
| Admin fee / account holder | $401 | $489-18.0% | $6,675-94.0% | $521-23.0% |