See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PLANNING CONSULTANTS2+ years Service code 17 · EIN 32-7481187 2110 CLEARLAKE BLVD · CHAMPAIGN, IL 618228933 | Pension Consulting | $6,240 |
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).
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 | $39,066 | $43,423-10.0% | $78,689-50.4% | $55,167-29.2% |
| Participation rate | 61.8% | 68.0%-6.2pp | 73.6%-11.8pp | 69.0%-7.2pp |
| Annual return | 8.41% | 11.53%-3.1pp | 62.18%-53.8pp | 169.23%-160.8pp |
| Employer contribution / active EE | $889 | $1,997-55.5% | $2,851-68.8% | $1,963-54.7% |
| Participant deferral / active EE | $1,495 | $2,509-40.4% | $3,517-57.5% | $3,054-51.0% |
| Admin fee / account holder | $31 | $416-92.5% | $4,510-99.3% | $504-93.8% |