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 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $271,443 |
Filed as: BLUE PRAIRIE GROUP Service code 16 · EIN 76-0701903 | Consulting | $58,463 |
Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $16,639 | $37,213-55.3% | $156,549-89.4% | $63,975-74.0% |
| Participation rate | 93.0% | 65.0%+28.1pp | 84.0%+9.0pp | 71.1%+21.9pp |
| Annual return | 14.87% | 47.89%-33.0pp | 32.23%-17.4pp | 48.65%-33.8pp |
| Employer contribution / active EE | $588 | $1,357-56.7% | $5,501-89.3% | $2,182-73.1% |
| Participant deferral / active EE | $2,815 | $2,070+36.0% | $4,871-42.2% | $3,356-16.1% |
| Admin fee / account holder | $71 | $56+26.8% | $13,027-99.5% | $70+1.4% |