Filed March 2, 2006 (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 PLANS PLUS Service code 49 11701 BORMAN DRIVE, SUITE 300 · ST. LOUIS, MO 63146 | Other Services | $2,525 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,330 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,812 | $87,870+20.4% | $113,168-6.5% | $74,304+42.4% |
| Participation rate | 96.9% | 70.7%+26.1pp | 76.6%+20.3pp | 60.3%+36.5pp |
| Annual return | 12.28% | 26.44%-14.2pp | 24.27%-12.0pp | 29.43%-17.1pp |
| Employer contribution / active EE | $3,202 | $2,277+40.6% | $2,975+7.6% | $2,241+42.9% |
| Participant deferral / active EE | $5,048 | $4,241+19.0% | $5,107-1.1% | $3,767+34.0% |
| Admin fee / account holder | $483 | $3,368-85.7% | $12,068-96.0% | $2,969-83.7% |