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 Service code 13 6 CITY PLACE DRIVE STE 700 · SAINT LOUIS, MO 63141 | Contract Administrator | $9,556 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $271,214 | $85,202+218.3% | $172,739+57.0% | $72,985+271.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 22.32% | 27.32%-5.0pp | 802.84%-780.5pp | 81.00%-58.7pp |
| Employer contribution / active EE | $9,819 | $3,324+195.4% | $5,143+90.9% | $2,440+302.5% |
| Participant deferral / active EE | $6,214 | $3,260+90.6% | $5,198+19.6% | $3,607+72.3% |
| Admin fee / account holder | $85 | $5,884-98.5% | $13,954-99.4% | $5,124-98.3% |