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 |
|---|---|---|
BENEFIT PLANNING CONSULTANTS2 years Filed as: BENEFIT PLANNING CONSULTANTS, INC. Service code 17 · EIN 36-3036100 | Pension Consulting | $3,263 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $409 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $58,120 | $89,355-35.0% | $141,162-58.8% | $72,985-20.4% |
| Participation rate | 82.0% | 75.1%+6.9pp | 82.5%-0.5pp | 69.5%+12.5pp |
| Annual return | 20.43% | 111.85%-91.4pp | 71.39%-51.0pp | 81.00%-60.6pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,126 | $5,418-23.8% | $6,709-38.5% | $3,607+14.4% |
| Admin fee / account holder | $15 | $5,958-99.7% | $10,261-99.9% | $5,124-99.7% |