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 CONSULTANTS3+ years Service code 17 · EIN 32-7481187 2110 CLEARLAKE BLVD · CHAMPAIGN, IL 618228933 | Pension Consulting | $4,126 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $238 |
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 | $45,363 | $55,453-18.2% | $170,442-73.4% | $62,292-27.2% |
| Participation rate | 60.2% | 66.4%-6.2pp | 83.6%-23.4pp | 69.5%-9.3pp |
| Annual return | 16.68% | 21.38%-4.7pp | 205.93%-189.3pp | 28.90%-12.2pp |
| Employer contribution / active EE | $680 | $2,164-68.6% | $5,433-87.5% | $2,042-66.7% |
| Participant deferral / active EE | $1,792 | $2,303-22.2% | $4,939-63.7% | $3,169-43.5% |
| Admin fee / account holder | $133 | $455-70.9% | $13,880-99.0% | $479-72.3% |