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, LLC Service code 49 | Other Services | $21,439 |
Filed as: BENEFIT PLANS PLUS Service code 49 11701 BORMAN DRIVE · ST. LOUIS, MO 63146 | Other Services | $0 |
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 | $97,103 | $122,239-20.6% | $184,203-47.3% | $74,495+30.3% |
| Participation rate | 91.7% | 85.5%+6.2pp | 86.8%+4.8pp | 67.2%+24.5pp |
| Annual return | 13.23% | 19.95%-6.7pp | 28.81%-15.6pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $1,969 | $4,537-56.6% | $6,427-69.4% | $2,623-24.9% |
| Participant deferral / active EE | $3,824 | $7,139-46.4% | $9,131-58.1% | $4,346-12.0% |
| Admin fee / account holder | $70 | $1,260-94.4% | $13,901-99.5% | $1,942-96.4% |