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 |
|---|---|---|
BENEFIT PLANNING CONSULTANTS2+ years Service code 17 · EIN 32-7481187 2110 CLEARLAKE BLVD · CHAMPAIGN, IL 618228933 | Pension Consulting | $5,281 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $270 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $39,511 | $46,732-15.5% | $156,549-74.8% | $55,167-28.4% |
| Participation rate | 60.9% | 65.8%-4.9pp | 84.0%-23.1pp | 69.0%-8.1pp |
| Annual return | 11.34% | 17.72%-6.4pp | 32.23%-20.9pp | 169.23%-157.9pp |
| Employer contribution / active EE | $653 | $2,105-69.0% | $5,501-88.1% | $1,963-66.7% |
| Participant deferral / active EE | $1,721 | $2,204-21.9% | $4,871-64.7% | $3,054-43.6% |
| Admin fee / account holder | $131 | $418-68.7% | $13,027-99.0% | $504-74.0% |