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 CONSULTANTS6+ years Service code 17 · EIN 32-7481187 2110 CLEARLAKE BLVD · CHAMPAIGN, IL 618228933 | Pension Consulting | $6,024 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $170 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $49,437 | $58,879-16.0% | $178,490-72.3% | $73,488-32.7% |
| Participation rate | 60.1% | 66.2%-6.1pp | 81.9%-21.8pp | 70.7%-10.6pp |
| Annual return | 12.72% | 24.86%-12.1pp | 151.07%-138.3pp | 28.51%-15.8pp |
| Employer contribution / active EE | $932 | $2,236-58.3% | $5,011-81.4% | $2,270-59.0% |
| Participant deferral / active EE | $2,380 | $2,567-7.3% | $5,202-54.2% | $3,740-36.4% |
| Admin fee / account holder | $301 | $400-24.8% | $13,984-97.8% | $513-41.3% |