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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.
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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 |
|---|---|---|
BLUESTAR RETIREMENT SERVICES1 year Filed as: BLUESTAR RETIREMENT SERVICES, INC. Service code 12 · EIN 59-3092339 | Recordkeeping fees; Recordkeeping and... | $16,075 |
Filed as: MID ATLANTIC TRUST COMPANY Service code 12 · EIN 27-3169253 | Participant loan processing; Other in... | $0 |
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).
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 | $32,970 | $91,517-64.0% | $101,248-67.4% | $73,409-55.1% |
| Participation rate | 50.8% | 73.8%-23.0pp | 75.8%-25.1pp | 72.2%-21.4pp |
| Annual return | 20.55% | 17.17%+3.4pp | 46.47%-25.9pp | 59.29%-38.7pp |
| Employer contribution / active EE | $1,080 | $2,877-62.5% | $3,660-70.5% | $2,234-51.7% |
| Participant deferral / active EE | $2,330 | $3,338-30.2% | $4,370-46.7% | $3,805-38.8% |
| Admin fee / account holder | $104 | $216-51.6% | $5,945-98.2% | $158-33.9% |