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 |
|---|---|---|
BLUE CHIP RETIREMENT PLANS, INC.1+ years Filed as: BLUE & CO., LLC Service code 10 · EIN 35-1178661 | Accounting | $5,700 |
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 | $81,721 | $67,166+21.7% | $57,343+42.5% | $55,191+48.1% |
| Participation rate | 99.3% | 77.7%+21.6pp | 75.1%+24.2pp | 69.2%+30.1pp |
| Annual return | 1.68% | 4.22%-2.5pp | 24.39%-22.7pp | 10.78%-9.1pp |
| Employer contribution / active EE | $3,879 | $2,812+37.9% | $2,689+44.3% | $1,899+104.3% |
| Participant deferral / active EE | $2,416 | $2,835-14.8% | $3,162-23.6% | $3,046-20.7% |
| Admin fee / account holder | $15 | $44-64.9% | $3,356-99.5% | $91-83.2% |