Filed February 21, 2006 (most recent of 3 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $42,087 |
BLUE CHIP RETIREMENT PLANS, INC.2+ years Filed as: BLUE PRAIRIE GROUP LLC Service code 27 · EIN 76-0701903 | Advisory (Plan) | $22,500 |
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 | $40,949 | $65,820-37.8% | $108,745-62.3% | $57,658-29.0% |
| Participation rate | 87.1% | 72.7%+14.4pp | 77.7%+9.4pp | 70.2%+16.9pp |
| Annual return | 7.17% | 21.32%-14.1pp | 46.22%-39.0pp | 5.13%+2.0pp |
| Employer contribution / active EE | $791 | $2,285-65.4% | $3,323-76.2% | $1,974-59.9% |
| Participant deferral / active EE | $3,451 | $3,578-3.5% | $5,121-32.6% | $3,061+12.7% |
| Admin fee / account holder | $94 | $91+3.6% | $6,144-98.5% | $95-0.1% |