Filed November 9, 2005 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANNING CONSULTANTS, INC. Service code 17 · EIN 36-3036100 | Pension Consulting | $4,804 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $902 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $52,343 | $77,813-32.7% | $123,544-57.6% | $64,186-18.4% |
| Participation rate | 69.0% | 74.7%-5.7pp | 82.3%-13.3pp | 69.6%-0.6pp |
| Annual return | -6.78% | 12.48%-19.3pp | 119.20%-126.0pp | 7.63%-14.4pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,961 | $5,240-5.3% | $6,426-22.8% | $3,470+43.0% |
| Admin fee / account holder | $38 | $5,519-99.3% | $9,284-99.6% | $4,888-99.2% |