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 CONSULTANTS3+ years Filed as: BENEFIT PLANNING CONSULTANTS INC Service code 17 · EIN 36-3036100 | Pension Consulting | $2,675 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $60,326 | $64,909-7.1% | $82,313-26.7% | $62,292-3.2% |
| Participation rate | 97.2% | 74.9%+22.4pp | 76.9%+20.3pp | 69.5%+27.7pp |
| Annual return | 9.58% | 21.18%-11.6pp | 25.88%-16.3pp | 28.90%-19.3pp |
| Employer contribution / active EE | $1,537 | $1,676-8.3% | $2,428-36.7% | $2,042-24.7% |
| Participant deferral / active EE | $1,953 | $3,103-37.1% | $3,706-47.3% | $3,169-38.4% |
| Admin fee / account holder | $23 | $440-94.8% | $5,608-99.6% | $479-95.2% |